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
251
$2.51M 0.04%
12,935
+1,814
252
$2.51M 0.04%
31,658
-1,288
253
$2.5M 0.04%
34,672
-549
254
$2.5M 0.04%
43,383
-3,237
255
$2.47M 0.04%
18,772
-10,792
256
$2.46M 0.04%
59,507
-1,565
257
$2.42M 0.04%
77,237
+8,073
258
$2.4M 0.04%
27,053
+1,227
259
$2.4M 0.04%
11,441
-912
260
$2.38M 0.04%
+51,278
261
$2.37M 0.04%
17,895
+6,505
262
$2.37M 0.04%
130,320
+16,033
263
$2.36M 0.04%
39,600
+2,358
264
$2.35M 0.04%
27,193
-1,089
265
$2.3M 0.04%
29,630
+1,938
266
$2.29M 0.04%
125,180
+11,120
267
$2.25M 0.04%
39,640
+4,148
268
$2.23M 0.04%
20,110
+828
269
$2.22M 0.04%
43,155
+4,970
270
$2.22M 0.04%
+12,348
271
$2.2M 0.04%
65,145
+7,275
272
$2.19M 0.04%
22,136
+1,502
273
$2.18M 0.04%
+17,412
274
$2.17M 0.04%
35,009
+1,928
275
$2.15M 0.04%
35,965
+6,632
9 10
11
12 13