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
276
$2.13M 0.04%
13,628
-663
277
$2.12M 0.04%
+71,516
278
$2.1M 0.04%
+11,917
279
$2.1M 0.04%
1,146
+19
280
$2.09M 0.04%
21,554
+1,152
281
$2.09M 0.04%
+28,206
282
$2M 0.04%
80,883
-4,584
283
$1.99M 0.04%
20,957
+1,582
284
$1.98M 0.04%
+4,013
285
$1.96M 0.03%
26,325
+1,943
286
$1.94M 0.03%
56,737
+590
287
$1.93M 0.03%
+51,241
288
$1.93M 0.03%
15,642
+13,415
289
$1.91M 0.03%
22,382
-180
290
$1.88M 0.03%
20,306
+185
291
$1.88M 0.03%
+3,474
292
$1.86M 0.03%
41,931
+6,063
293
$1.85M 0.03%
15,207
-4,091
294
$1.85M 0.03%
+19,150
295
$1.84M 0.03%
41,305
-2,277
296
$1.84M 0.03%
52,769
-2,594
297
$1.79M 0.03%
+42,242
298
$1.79M 0.03%
49,690
+7,353
299
$1.79M 0.03%
16,982
+504
300
$1.76M 0.03%
+21,969
10 11
12
13 14