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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
76
$44.3M 0.35%
216,361
-1,059
77
$43.4M 0.35%
276,361
+3,816
78
$43.3M 0.34%
353,642
+948
79
$42.5M 0.34%
144,754
+834
80
$41.4M 0.33%
205,584
+10,628
81
$41.4M 0.33%
180,243
-3,909
82
$40.4M 0.32%
1,285,745
-3,220
83
$38.6M 0.31%
571,938
+2,288
84
$37.9M 0.3%
158,322
+8,065
85
$37.7M 0.3%
+340,171
86
$37.6M 0.3%
191,554
+23,191
87
$37.6M 0.3%
1,152,907
+2,351
88
$37M 0.29%
39,928
+159
89
$36.4M 0.29%
103,512
-284
90
$36.3M 0.29%
73,939
-515
91
$35.3M 0.28%
109,071
+3,887
92
$35.1M 0.28%
358,174
+15,384
93
$34.7M 0.28%
207,449
-25,783
94
$34.4M 0.27%
568,090
+1,687
95
$33.8M 0.27%
138,738
-45
96
$33.5M 0.27%
140,644
+767
97
$32.8M 0.26%
96,136
+753
98
$32.3M 0.26%
67,891
+3,093
99
$32.3M 0.26%
40,570
+1,253
100
$32.1M 0.26%
604,187
+945
2 3
4
5 6