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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
201
$6.36M 0.05%
9,621
-35,986
202
$6.34M 0.05%
79,080
+15,841
203
$6.34M 0.05%
83,980
+600
204
$6.22M 0.05%
307,588
-1,090
205
$6.17M 0.05%
91,471
+53
206
$6M 0.05%
135,207
+742
207
$5.6M 0.04%
85,812
-41,091
208
$5.59M 0.04%
132,496
-194
209
$5.52M 0.04%
9,192
+2,111
210
$5.47M 0.04%
25,499
+1,342
211
$5.46M 0.04%
37,502
-13,135
212
$5.43M 0.04%
11,904
-27
213
$5.42M 0.04%
99,884
-5,847
214
$5.28M 0.04%
174,807
-2,364
215
$5.25M 0.04%
65,630
-1,989
216
$5.16M 0.04%
57,748
-20,623
217
$5.04M 0.04%
52,135
+8,267
218
$4.92M 0.04%
+48,846
219
$4.91M 0.04%
17,922
+104
220
$4.87M 0.04%
108,923
+1,416
221
$4.87M 0.04%
199,449
+22,683
222
$4.87M 0.04%
41,568
+2,364
223
$4.85M 0.04%
11,274
-5
224
$4.85M 0.04%
36,617
+322
225
$4.85M 0.04%
9,425
+3,022
7 8
9
10 11