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
$7.21B
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$35.9M
3
+$22.1M
4
JPM icon
JPMorgan Chase
JPM
+$19.5M
5
HSY icon
Hershey
HSY
+$17M

Top Sells

1
+$32.5M
2
+$30.1M
3
+$29.4M
4
IP icon
International Paper
IP
+$18.2M
5
ISRG icon
Intuitive Surgical
ISRG
+$15M

Sector Composition

1 Technology 18.71%
2 Financials 16.28%
3 Healthcare 13.08%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.25M 0.05%
37,715
+6,455
227
$3.21M 0.04%
73,908
+3,806
228
$3.2M 0.04%
35,496
+12,115
229
$3.2M 0.04%
+31,494
230
$3.19M 0.04%
55,683
-12,038
231
$3.16M 0.04%
+72,665
232
$3.16M 0.04%
67,250
+1,751
233
$3.09M 0.04%
+10,266
234
$3.09M 0.04%
17,961
+1,321
235
$3.09M 0.04%
23,760
-2,175
236
$3.06M 0.04%
43,949
+11,353
237
$3.04M 0.04%
56,320
-376
238
$3.04M 0.04%
41,884
+3,398
239
$3M 0.04%
+110,629
240
$2.99M 0.04%
45,540
+1,756
241
$2.98M 0.04%
56,293
-3,611
242
$2.95M 0.04%
8,083
-12,674
243
$2.94M 0.04%
33,782
-4,205
244
$2.93M 0.04%
+14,221
245
$2.93M 0.04%
9,604
+580
246
$2.88M 0.04%
121,632
-35,502
247
$2.85M 0.04%
31,158
+9,433
248
$2.76M 0.04%
53,429
+2,274
249
$2.73M 0.04%
25,354
-154
250
$2.69M 0.04%
24,369
+1,103
8 9
10
11 12