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
276
$2.28M 0.03%
152,947
+517
277
$2.27M 0.03%
+5,190
278
$2.25M 0.03%
6,311
-114
279
$2.2M 0.03%
117,198
-1,437
280
$2.19M 0.03%
10,249
-337
281
$2.18M 0.03%
163,583
+20,351
282
$2.11M 0.03%
29,280
-3,252
283
$2.08M 0.03%
28,072
-2,073
284
$2.08M 0.03%
25,585
-2,050
285
$2.06M 0.03%
23,829
-3,145
286
$2.05M 0.03%
17,847
-1,632
287
$2.01M 0.02%
5,017
-43,976
288
$2M 0.02%
25,582
+5,231
289
$1.99M 0.02%
31,948
-1,992
290
$1.98M 0.02%
65,139
-8,150
291
$1.97M 0.02%
48,182
-8,004
292
$1.94M 0.02%
16,170
-1,482
293
$1.91M 0.02%
+88,558
294
$1.88M 0.02%
41,232
-5,826
295
$1.87M 0.02%
38,011
-6,008
296
$1.85M 0.02%
+49,863
297
$1.84M 0.02%
+112,087
298
$1.83M 0.02%
+171,120
299
$1.82M 0.02%
16,473
-588
300
$1.81M 0.02%
43,971
-5,983
10 11
12
13 14