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
301
$1.81M 0.02%
46,182
-18,604
302
$1.81M 0.02%
+250,894
303
$1.78M 0.02%
1,527
-24,203
304
$1.77M 0.02%
48,146
-30,776
305
$1.75M 0.02%
39,685
-812
306
$1.74M 0.02%
3,645
+1,801
307
$1.73M 0.02%
38,025
-1,755
308
$1.72M 0.02%
20,755
-2,512
309
$1.71M 0.02%
7,194
+1,182
310
$1.7M 0.02%
11,806
-1,284
311
$1.7M 0.02%
+16,185
312
$1.68M 0.02%
15,564
-1,033
313
$1.67M 0.02%
29,290
-591
314
$1.67M 0.02%
10,789
-417
315
$1.65M 0.02%
9,029
-606
316
$1.65M 0.02%
18,376
-3,136
317
$1.63M 0.02%
5,327
-261
318
$1.62M 0.02%
65,332
-1,886
319
$1.62M 0.02%
13,565
-290
320
$1.6M 0.02%
19,036
-470
321
$1.6M 0.02%
44,286
-6,206
322
$1.56M 0.02%
17,654
-1,269
323
$1.56M 0.02%
47,112
-25,497
324
$1.53M 0.02%
25,130
+592
325
$1.53M 0.02%
7,796
-198
11 12
13
14 15