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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
151
$14.8M 0.12%
+65,600
152
$14.7M 0.12%
240,011
+1,444
153
$14.5M 0.12%
+502,684
154
$14.5M 0.12%
70,977
-15,501
155
$14.4M 0.11%
108,528
+7,087
156
$14M 0.11%
31,307
+1,060
157
$12.8M 0.1%
+90,611
158
$12.6M 0.1%
135,380
+1,712
159
$12.5M 0.1%
24,892
-1,165
160
$11.9M 0.1%
+119,107
161
$11.9M 0.09%
+36,875
162
$11.7M 0.09%
258,748
-994
163
$11.5M 0.09%
315,758
+21,527
164
$11.3M 0.09%
151,622
+935
165
$11.1M 0.09%
436,816
-86,629
166
$10.7M 0.09%
13,011
-219
167
$10.7M 0.09%
79,497
-627
168
$10.6M 0.08%
124,813
+8,877
169
$9.98M 0.08%
62,803
+3,008
170
$9.71M 0.08%
12,566
-696
171
$9.69M 0.08%
+116,689
172
$9.62M 0.08%
13,386
+106
173
$9.47M 0.08%
407,098
+27,637
174
$9.46M 0.08%
102,437
-1,129
175
$9.01M 0.07%
340,894
-105,463
5 6
7
8 9