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
351
$1.27M 0.02%
72,314
+2,873
352
$1.26M 0.02%
+392,443
353
$1.26M 0.02%
69,664
-7,887
354
$1.26M 0.02%
34,521
-234
355
$1.25M 0.02%
17,773
-56,844
356
$1.25M 0.02%
20,268
-1,707
357
$1.25M 0.02%
46,143
-1,609
358
$1.24M 0.02%
6,446
+1,108
359
$1.23M 0.02%
31,463
+5
360
$1.22M 0.02%
+16,450
361
$1.21M 0.01%
21,928
-1,892
362
$1.21M 0.01%
9,021
-85
363
$1.19M 0.01%
+16,561
364
$1.16M 0.01%
5,734
+44
365
$1.12M 0.01%
15,569
+235
366
$1.11M 0.01%
57,463
-1,695
367
$1.09M 0.01%
29,249
-2,533
368
$1.07M 0.01%
30,070
-4,059
369
$1.05M 0.01%
+101,945
370
$1.05M 0.01%
+34,752
371
$1.03M 0.01%
31,275
-42,464
372
$1.03M 0.01%
20,068
-6,468
373
$1.02M 0.01%
9,117
-7,943
374
$999K 0.01%
+41,438
375
$998K 0.01%
33,602
-71,316
13 14
15
16 17