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
326
$1.39M 0.02%
42,816
+1,401
327
$1.39M 0.02%
30,128
-1,669
328
$1.37M 0.02%
10,359
+93
329
$1.33M 0.02%
3,662
+2,538
330
$1.31M 0.02%
38,451
+4,347
331
$1.31M 0.02%
43,446
+30,931
332
$1.31M 0.02%
31,349
+528
333
$1.26M 0.02%
+41,464
334
$1.25M 0.02%
16,300
-98
335
$1.25M 0.02%
40,573
+91
336
$1.24M 0.02%
27,509
-4,120
337
$1.21M 0.02%
+41,014
338
$1.19M 0.02%
7,350
-6,378
339
$1.19M 0.02%
74,040
-6,252
340
$1.18M 0.02%
15,322
+1,915
341
$1.14M 0.02%
+22,883
342
$1.14M 0.02%
19,667
-11,183
343
$1.13M 0.02%
+68,096
344
$1.12M 0.02%
48,155
-28,044
345
$1.12M 0.02%
20,956
+721
346
$1.1M 0.02%
20,017
-1,087
347
$1.09M 0.02%
+28,424
348
$1.09M 0.02%
25,086
+908
349
$1.07M 0.02%
19,344
-17,529
350
$1.07M 0.02%
22,485
+3,341
12 13
14
15 16