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
326
$1.51M 0.02%
39,058
+15,639
327
$1.49M 0.02%
77,479
-9,683
328
$1.48M 0.02%
43,923
-5,983
329
$1.47M 0.02%
53,734
-4,608
330
$1.46M 0.02%
20,050
-947
331
$1.42M 0.02%
18,840
+1,161
332
$1.41M 0.02%
10,249
-1,408
333
$1.41M 0.02%
5,492
-348
334
$1.4M 0.02%
13,285
+177
335
$1.39M 0.02%
49,974
-3,996
336
$1.38M 0.02%
23,265
+346
337
$1.38M 0.02%
23,932
-921
338
$1.37M 0.02%
13,049
+2,157
339
$1.36M 0.02%
84,509
-5,489
340
$1.34M 0.02%
+221,910
341
$1.34M 0.02%
19,329
-1,244
342
$1.33M 0.02%
100,066
+4,905
343
$1.33M 0.02%
13,592
-246
344
$1.32M 0.02%
6,501
-1,287
345
$1.31M 0.02%
6,758
-267
346
$1.3M 0.02%
55,608
+1,902
347
$1.3M 0.02%
11,849
-291
348
$1.3M 0.02%
19,572
-1,902
349
$1.28M 0.02%
+202,337
350
$1.27M 0.02%
9,843
-1,666
12 13
14
15 16