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
$7.21B
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$35.9M
3
+$22.1M
4
JPM icon
JPMorgan Chase
JPM
+$19.5M
5
HSY icon
Hershey
HSY
+$17M

Top Sells

1
+$32.5M
2
+$30.1M
3
+$29.4M
4
IP icon
International Paper
IP
+$18.2M
5
ISRG icon
Intuitive Surgical
ISRG
+$15M

Sector Composition

1 Technology 18.71%
2 Financials 16.28%
3 Healthcare 13.08%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.45M 0.02%
3,185
-223
327
$1.44M 0.02%
18,482
-103,551
328
$1.42M 0.02%
+53,842
329
$1.42M 0.02%
17,977
+298
330
$1.36M 0.02%
48,522
+10,863
331
$1.34M 0.02%
+16,478
332
$1.3M 0.02%
5,237
-19
333
$1.3M 0.02%
34,272
+25,829
334
$1.29M 0.02%
+17,772
335
$1.27M 0.02%
21,790
+7
336
$1.27M 0.02%
+26,718
337
$1.27M 0.02%
12,927
-106
338
$1.26M 0.02%
39,674
+887
339
$1.26M 0.02%
14,435
-125
340
$1.22M 0.02%
17,637
+12,197
341
$1.22M 0.02%
+90,280
342
$1.19M 0.02%
40,389
+390
343
$1.18M 0.02%
+27,843
344
$1.18M 0.02%
27,752
+194
345
$1.17M 0.02%
44,275
-41,212
346
$1.17M 0.02%
45,221
+5,644
347
$1.16M 0.02%
+17,586
348
$1.16M 0.02%
53,634
+28,049
349
$1.15M 0.02%
16,097
-7,003
350
$1.13M 0.02%
41,364
+1,059
12 13
14
15 16