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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
101
$32.1M 0.26%
161,911
-790
102
$31.7M 0.25%
386,230
+98,778
103
$31M 0.25%
373,119
+6,892
104
$30.8M 0.25%
229,727
+1,230
105
$30.6M 0.24%
669,771
+45,515
106
$30.6M 0.24%
213,610
+23,240
107
$29M 0.23%
155,155
+4,865
108
$29M 0.23%
51,293
+1,462
109
$28.9M 0.23%
42,250
+1,014
110
$28.6M 0.23%
109,646
+5,929
111
$28.4M 0.23%
294,239
-56
112
$28.1M 0.22%
173,968
+83,001
113
$27.3M 0.22%
41,040
-15,047
114
$26.6M 0.21%
46,695
+1,102
115
$26.5M 0.21%
71,679
+3,039
116
$26.4M 0.21%
129,588
+8,404
117
$26.3M 0.21%
93,231
-19
118
$26M 0.21%
197,045
+5,947
119
$26M 0.21%
338,745
+19,038
120
$25.4M 0.2%
84,656
-9,438
121
$24.6M 0.2%
129,999
+14,684
122
$24.4M 0.19%
81,014
+1,467
123
$24.2M 0.19%
247,746
+795
124
$24M 0.19%
83,687
+2,318
125
$23.8M 0.19%
129,589
+6,467
3 4
5
6 7