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
351
$1.06M 0.02%
+44,647
352
$1.06M 0.02%
+15,805
353
$1.05M 0.02%
10,041
-105
354
$1.05M 0.02%
20,371
-3,625
355
$1.04M 0.02%
+31,957
356
$1.04M 0.02%
+25,120
357
$1.04M 0.02%
+44,536
358
$1.03M 0.02%
48,591
+5,649
359
$1.03M 0.02%
64,383
-32,732
360
$1.03M 0.02%
59,516
-3,450
361
$1.02M 0.02%
46,487
-2,520
362
$1.01M 0.02%
12,419
+3,365
363
$1M 0.02%
22,227
-1,183
364
$1M 0.02%
+11,208
365
$999K 0.02%
+20,351
366
$996K 0.02%
54,641
-29,064
367
$990K 0.02%
6,851
-3
368
$988K 0.02%
10,027
-3,519
369
$985K 0.02%
+18,606
370
$960K 0.02%
+35,434
371
$958K 0.02%
7,486
-24,108
372
$953K 0.02%
+25,926
373
$950K 0.02%
+5,274
374
$944K 0.02%
9,889
-1,673
375
$939K 0.02%
+12,693
13 14
15
16 17