ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.62B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$36.8M
3
+$29.8M
4
EL icon
Estee Lauder
EL
+$12M
5
GGG icon
Graco
GGG
+$7.13M

Top Sells

1
+$40.1M
2
+$33.4M
3
+$33.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$23.3M
5
IBM icon
IBM
IBM
+$17M

Sector Composition

1 Financials 19.19%
2 Technology 16.4%
3 Healthcare 12.63%
4 Consumer Staples 10.4%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.88M 0.05%
+28,325
227
$2.86M 0.05%
45,764
+8,116
228
$2.83M 0.05%
14,659
+1,075
229
$2.81M 0.05%
29,915
+2,985
230
$2.81M 0.05%
+51,185
231
$2.78M 0.05%
30,418
+5,118
232
$2.78M 0.05%
8,487
-1,673
233
$2.78M 0.05%
53,235
+4,703
234
$2.76M 0.05%
37,533
-18,760
235
$2.76M 0.05%
62,484
-3,374
236
$2.76M 0.05%
82,424
-4,627
237
$2.73M 0.05%
40,140
-4,379
238
$2.71M 0.05%
12,849
+3,951
239
$2.66M 0.05%
61,099
+19,752
240
$2.66M 0.05%
+20,318
241
$2.64M 0.05%
39,525
+1,010
242
$2.64M 0.05%
5,442
+275
243
$2.64M 0.05%
5,423
+448
244
$2.63M 0.05%
5,253
-4,301
245
$2.63M 0.05%
40,290
+1,730
246
$2.59M 0.05%
88,809
+8,919
247
$2.57M 0.05%
+94,993
248
$2.56M 0.05%
94,324
+3,844
249
$2.53M 0.05%
29,428
+1,867
250
$2.52M 0.04%
+19,557
8 9
10
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