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 21.82%
2 Financials 14.93%
3 Healthcare 10.88%
4 Industrials 10.09%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.85M 0.04%
+13,932
252
$2.8M 0.03%
50,591
-12,437
253
$2.78M 0.03%
44,313
-47
254
$2.76M 0.03%
+30,330
255
$2.65M 0.03%
12,873
-1,039
256
$2.63M 0.03%
52,151
+171
257
$2.63M 0.03%
31,194
-6,218
258
$2.61M 0.03%
88,814
-8,580
259
$2.61M 0.03%
21,833
-1,296
260
$2.6M 0.03%
19,496
-3,240
261
$2.59M 0.03%
56,650
-8,000
262
$2.54M 0.03%
85,370
-2,250
263
$2.48M 0.03%
13,882
-794
264
$2.44M 0.03%
+87,364
265
$2.42M 0.03%
291,115
-18,835
266
$2.4M 0.03%
4,898
-311
267
$2.36M 0.03%
+112,769
268
$2.36M 0.03%
13,692
-2,308
269
$2.35M 0.03%
20,911
-1,395
270
$2.33M 0.03%
31,591
-6,636
271
$2.33M 0.03%
178,165
-4,638
272
$2.32M 0.03%
10,752
-1,067
273
$2.32M 0.03%
+57,367
274
$2.3M 0.03%
46,977
-3,452
275
$2.29M 0.03%
11,009
-485
9 10
11
12 13