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
$8.12B
AUM Growth
+$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$38.8M
3
+$30.4M
4
J icon
Jacobs Solutions
J
+$29.1M
5
PODD icon
Insulet
PODD
+$19.5M

Top Sells

1
+$46.9M
2
+$30.4M
3
+$28.5M
4
FICO icon
Fair Isaac
FICO
+$28.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.7M

Sector Composition

1 Technology 21.83%
2 Financials 14.93%
3 Healthcare 10.88%
4 Industrials 10.08%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.43M 0.04%
+33,169
227
$3.42M 0.04%
28,168
-2,875
228
$3.4M 0.04%
26,764
-16,187
229
$3.36M 0.04%
+30,115
230
$3.33M 0.04%
16,815
-743
231
$3.32M 0.04%
31,264
-2,468
232
$3.32M 0.04%
19,206
-1,865
233
$3.28M 0.04%
5,915
-533
234
$3.26M 0.04%
79,201
+36,354
235
$3.26M 0.04%
1,263
-134
236
$3.21M 0.04%
+52,042
237
$3.19M 0.04%
9,070
-19,701
238
$3.18M 0.04%
13,992
-1,108
239
$3.13M 0.04%
110,140
-5,260
240
$3.09M 0.04%
34,082
-2,746
241
$3.04M 0.04%
9,240
-742
242
$3.01M 0.04%
19,815
-6,200
243
$2.99M 0.04%
+48,907
244
$2.99M 0.04%
6,851
+1,040
245
$2.97M 0.04%
18,104
-1,528
246
$2.97M 0.04%
142,759
-9,702
247
$2.95M 0.04%
+71,695
248
$2.93M 0.04%
298,525
-41,918
249
$2.93M 0.04%
64,755
-7,535
250
$2.87M 0.04%
22,407
-2,245
8 9
10
11 12