ZIM
Zacks Investment Management Portfolio holdings
AUM
$12.7B
1-Year Est. Return
27.47%
This Fund
S&P 500
1 Year Est. Return
+27.47%
AUM
$12.6B
AUM Growth
+$864M
(+7.4%)
Holding
858
Top Buys
| 1 | +$100M | |
| 2 | +$66.9M | |
| 3 | +$36.3M | |
| 4 |
UnitedHealth
UNH
|
+$26.3M |
| 5 |
Fastenal
FAST
|
+$19.6M |
Top Sells
| 1 | +$67.6M | |
| 2 | +$61.1M | |
| 3 | +$46.4M | |
| 4 |
Huntington Bancshares
HBAN
|
+$35.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
851
American Healthcare REIT
AHR
$9.33B
| – | – |
-7,877
|
|
||
852
Solventum
SOLV
$12.2B
| – | – |
-5,779
|
|
||
853
Lionsgate Studios
LION
$2.74B
| – | – |
-28,844
|
|
||
|
ONIT
854
Onity Group
ONIT
$360M
| – | – |
-105,471
|
|
||
|
GAP
855
The Gap Inc
GAP
$10.3B
| – | – |
-27,164
|
|
||
|
PRMB
856
Primo Brands
PRMB
$8.28B
| – | – |
-8,146
|
|
||
|
TPC
857
Tutor Perini Cor
TPC
$3.69B
| – | – |
-15,825
|
|
||
|
HLVX
858
DELISTED
HilleVax
HLVX
| – | – |
-92,803
|
|