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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
176
$8.95M 0.07%
18,130
-82,002
177
$8.76M 0.07%
262,647
-25,193
178
$8.74M 0.07%
26,558
-814
179
$8.62M 0.07%
183,580
+2,410
180
$8.55M 0.07%
104,077
+31,663
181
$8.49M 0.07%
92,588
-8,605
182
$8.49M 0.07%
+438,299
183
$8.18M 0.07%
35,568
-596
184
$8.01M 0.06%
126,379
+3,665
185
$7.95M 0.06%
91,022
-154,228
186
$7.69M 0.06%
36,139
+237
187
$7.52M 0.06%
22,307
+3,502
188
$7.45M 0.06%
88,651
-168,912
189
$7.44M 0.06%
31,192
+4,981
190
$7.43M 0.06%
181,583
+5,980
191
$7.39M 0.06%
+32,147
192
$7.31M 0.06%
124,130
-15,799
193
$7.2M 0.06%
124,129
+4,902
194
$7.17M 0.06%
211,571
-16,847
195
$7.12M 0.06%
56,820
+78
196
$7.02M 0.06%
+57,337
197
$6.91M 0.06%
19,449
+842
198
$6.8M 0.05%
118,282
+16,236
199
$6.56M 0.05%
19,037
+29
200
$6.48M 0.05%
27,563
-247
6 7
8
9 10