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
376
$940K 0.01%
35,251
-3,714
377
$933K 0.01%
24,954
+10,410
378
$915K 0.01%
10,000
379
$911K 0.01%
10,610
-14
380
$911K 0.01%
23,453
-12,858
381
$909K 0.01%
5,478
-177,285
382
$907K 0.01%
+22,560
383
$886K 0.01%
25,625
+752
384
$883K 0.01%
46,936
-19,463
385
$876K 0.01%
10,236
-2,182
386
$868K 0.01%
3,127
-40,737
387
$866K 0.01%
21,703
-47,882
388
$855K 0.01%
+25,874
389
$850K 0.01%
2,818
-49,565
390
$849K 0.01%
49,809
-3,563
391
$842K 0.01%
15,575
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392
$828K 0.01%
2,282
-390
393
$804K 0.01%
+4,104
394
$787K 0.01%
7,471
-28
395
$786K 0.01%
19,089
+722
396
$759K 0.01%
+37,883
397
$753K 0.01%
17,392
398
$746K 0.01%
37,475
+6,307
399
$732K 0.01%
3,002
+1,502
400
$726K 0.01%
+13,202
14 15
16
17 18