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
351
$1.11M 0.02%
7,825
-2,452
352
$1.11M 0.02%
7,446
-2,102
353
$1.11M 0.02%
26,543
+759
354
$1.1M 0.02%
19,325
-3,148
355
$1.09M 0.02%
+30,316
356
$1.09M 0.02%
10,469
-45
357
$1.08M 0.02%
+12,500
358
$1.07M 0.01%
22,283
+4,574
359
$1.06M 0.01%
25,324
-69
360
$1.06M 0.01%
37,053
+45
361
$1.06M 0.01%
15,232
+3,594
362
$1.06M 0.01%
+9,515
363
$1.06M 0.01%
+54,069
364
$1.02M 0.01%
18,325
+10,955
365
$1.02M 0.01%
18,465
+15
366
$1.01M 0.01%
25,168
+4,034
367
$1.01M 0.01%
29,242
+20,796
368
$991K 0.01%
22,738
-271
369
$990K 0.01%
12,407
+9,025
370
$984K 0.01%
13,532
+3,741
371
$969K 0.01%
35,135
+21,814
372
$964K 0.01%
24,120
-44
373
$962K 0.01%
63,853
+3,392
374
$953K 0.01%
55,592
+2,218
375
$951K 0.01%
11,847
+1,257
13 14
15
16 17