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
376
$905K 0.02%
65,337
+1,535
377
$897K 0.02%
7,149
+3,960
378
$895K 0.02%
+6,298
379
$862K 0.02%
11,235
+610
380
$852K 0.02%
10,673
+3,356
381
$828K 0.01%
+27,237
382
$826K 0.01%
17,749
+4,319
383
$820K 0.01%
84,919
+20,329
384
$813K 0.01%
15,585
-1,300
385
$808K 0.01%
25,431
+6,795
386
$790K 0.01%
14,275
-945
387
$774K 0.01%
19,101
+261
388
$765K 0.01%
24,267
-1,253
389
$747K 0.01%
+24,776
390
$738K 0.01%
55,019
-34,080
391
$737K 0.01%
14,863
-7,982
392
$711K 0.01%
22,572
+1,723
393
$704K 0.01%
+20,531
394
$704K 0.01%
16,341
+3,793
395
$703K 0.01%
25,905
-1,080
396
$702K 0.01%
5,472
+2,430
397
$693K 0.01%
+24,546
398
$685K 0.01%
10,492
+837
399
$681K 0.01%
8,968
-6,361
400
$673K 0.01%
4,210
-757
14 15
16
17 18