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
251
$2.65M 0.04%
17,584
+1,204
252
$2.63M 0.04%
+58,987
253
$2.6M 0.04%
4,612
+3,871
254
$2.6M 0.04%
65,828
+10,848
255
$2.54M 0.04%
30,898
+4,816
256
$2.52M 0.04%
10,396
+530
257
$2.52M 0.03%
20,394
+97
258
$2.51M 0.03%
22,554
-100
259
$2.47M 0.03%
26,046
-1,920
260
$2.47M 0.03%
25,240
-117
261
$2.46M 0.03%
74,530
+3,583
262
$2.43M 0.03%
+9,281
263
$2.39M 0.03%
22,819
+3,608
264
$2.37M 0.03%
26,899
+5,910
265
$2.37M 0.03%
34,455
+315
266
$2.37M 0.03%
40,457
+1,180
267
$2.35M 0.03%
51,174
+3,788
268
$2.35M 0.03%
5,675
+201
269
$2.31M 0.03%
5,812
+622
270
$2.3M 0.03%
24,461
+1,040
271
$2.26M 0.03%
32,621
+2,020
272
$2.25M 0.03%
55,921
-4,424
273
$2.25M 0.03%
+16,540
274
$2.23M 0.03%
36,220
+14,984
275
$2.22M 0.03%
17,857
+406
9 10
11
12 13