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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
1
$541M 4.31%
2,897,567
+71,715
2
$532M 4.24%
1,026,852
+5,591
3
$406M 3.24%
1,596,292
+83,734
4
$387M 3.08%
1,227,047
+2,947
5
$378M 3.01%
1,553,250
-2,550
6
$347M 2.77%
472,926
+134,798
7
$239M 1.9%
1,086,827
-3,634
8
$233M 1.85%
705,049
-1,804
9
$212M 1.69%
2,055,849
+29,165
10
$209M 1.66%
515,079
+7,245
11
$201M 1.6%
422,182
-1,889
12
$188M 1.5%
1,224,030
+13,341
13
$182M 1.45%
787,774
-32,025
14
$164M 1.31%
887,164
+8,906
15
$164M 1.3%
1,450,134
-4,186
16
$163M 1.3%
140,200
-4,218
17
$160M 1.28%
2,343,396
-5,987
18
$158M 1.26%
209,034
+476
19
$141M 1.12%
1,711,386
+20,549
20
$133M 1.06%
818,425
+2,373
21
$128M 1.02%
1,067,310
-22,260
22
$128M 1.02%
287,570
+12,988
23
$119M 0.95%
1,256,601
-18,009
24
$116M 0.92%
2,241,869
+2,468
25
$104M 0.83%
369,883
+1,277
1
2 3 4 5