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ZIM

Zacks Investment Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$66.9M
3
+$36.3M
4
UNH icon
UnitedHealth
UNH
+$26.3M
5
FAST icon
Fastenal
FAST
+$19.6M

Top Sells

1
+$67.6M
2
+$61.1M
3
+$46.4M
4
HBAN icon
Huntington Bancshares
HBAN
+$35.5M
5
SO icon
Southern Company
SO
+$23.8M

Sector Composition

1 Technology 24.73%
2 Financials 17.13%
3 Industrials 11.62%
4 Healthcare 10.15%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$88.2K ﹤0.01%
10,400
727
$86.6K ﹤0.01%
10,809
-1
728
$77.9K ﹤0.01%
+1,133
729
$75.9K ﹤0.01%
+11,643
730
$63.8K ﹤0.01%
+12,999
731
$55.5K ﹤0.01%
12,223
+1,880
732
$54.3K ﹤0.01%
12,472
-10,247
733
$45.5K ﹤0.01%
+19,455
734
$35.8K ﹤0.01%
+22,635
735
$34.9K ﹤0.01%
+17,516
736
$32.6K ﹤0.01%
+10,683
737
$29K ﹤0.01%
+13,043
738
$24.5K ﹤0.01%
+19,170
739
– –
-93,612
740
– –
-205,578
741
– –
-16,960
742
– –
-11,692
743
– –
-40,804
744
– –
-9,777
745
– –
-19,011
746
– –
-35,137
747
– –
-109,010
748
– –
-4,866
749
– –
-282,510
750
– –
-18,729
28 29
30
31 32