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
376
$995K 0.01%
21,613
-20,916
377
$994K 0.01%
29,667
+18,474
378
$985K 0.01%
15,762
-1,814
379
$981K 0.01%
42,376
-7,621
380
$977K 0.01%
+19,936
381
$974K 0.01%
+15,922
382
$972K 0.01%
224,143
-22,687
383
$940K 0.01%
13,793
-16,462
384
$926K 0.01%
14,826
-1,722
385
$926K 0.01%
10,824
-1,102
386
$923K 0.01%
19,277
+199
387
$922K 0.01%
+306,426
388
$918K 0.01%
8,823
+1,623
389
$915K 0.01%
26,961
-22,858
390
$912K 0.01%
4,570
-540
391
$906K 0.01%
25,486
-1,990
392
$901K 0.01%
+42,244
393
$900K 0.01%
+18,480
394
$895K 0.01%
194,498
+180,215
395
$891K 0.01%
6,874
-795
396
$889K 0.01%
10,571
-361,649
397
$875K 0.01%
5,015
-31,704
398
$870K 0.01%
4,551
+554
399
$869K 0.01%
28,389
-24,226
400
$868K 0.01%
53,430
-7,975
14 15
16
17 18