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
301
$1.76M 0.03%
29,684
-14,397
302
$1.73M 0.03%
20,233
-1,697
303
$1.73M 0.03%
54,753
+1,947
304
$1.73M 0.03%
13,585
-83
305
$1.72M 0.03%
+27,519
306
$1.68M 0.03%
33,231
-2,810
307
$1.68M 0.03%
28,012
-1,222
308
$1.68M 0.03%
8,658
-8,383
309
$1.66M 0.03%
80,224
-35,320
310
$1.66M 0.03%
+13,094
311
$1.66M 0.03%
19,527
+3,062
312
$1.64M 0.03%
18,283
-1,016
313
$1.61M 0.03%
14,381
+239
314
$1.54M 0.03%
25,172
+1,669
315
$1.51M 0.03%
23,658
+1,569
316
$1.5M 0.03%
108,936
-18,511
317
$1.49M 0.03%
11,073
-7,334
318
$1.48M 0.03%
27,125
+8,237
319
$1.47M 0.03%
78,089
+8,419
320
$1.46M 0.03%
8,083
-634
321
$1.44M 0.03%
19,034
+849
322
$1.42M 0.03%
13,754
-8
323
$1.42M 0.03%
14,612
-823
324
$1.41M 0.03%
17,179
+1,710
325
$1.41M 0.03%
82,479
+18,181
11 12
13
14 15