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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
126
$23M 0.18%
63,179
-12
127
$22.7M 0.18%
58,026
+3,710
128
$22.5M 0.18%
483,110
+2,698
129
$22.5M 0.18%
268,096
+6,282
130
$22.3M 0.18%
169,770
-1,171
131
$21.6M 0.17%
90,928
-43,554
132
$21.3M 0.17%
152,898
-23,280
133
$21.2M 0.17%
43,651
+2,367
134
$20.7M 0.16%
165,882
+5,072
135
$20.3M 0.16%
+414,907
136
$20.3M 0.16%
64,898
+3,426
137
$20.2M 0.16%
228,385
+114,911
138
$19.6M 0.16%
486,466
+3,610
139
$19.5M 0.16%
1,016,040
-827
140
$18.9M 0.15%
124,987
+7,697
141
$18.4M 0.15%
86,582
+81,005
142
$18.3M 0.15%
423,377
+246,635
143
$18.2M 0.15%
198,898
-61,516
144
$17.6M 0.14%
+89,658
145
$17.2M 0.14%
154,553
+449
146
$16.7M 0.13%
119,379
+6,352
147
$16.6M 0.13%
196,862
+12,622
148
$15.6M 0.12%
188,736
+11,063
149
$15.1M 0.12%
180,869
+54
150
$14.9M 0.12%
68,727
+236
4 5
6
7 8