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
401
$671K 0.01%
+22,272
402
$664K 0.01%
+19,976
403
$650K 0.01%
2,818
-196
404
$637K 0.01%
7,358
-18,576
405
$634K 0.01%
2,827
-1,232
406
$630K 0.01%
+9,442
407
$607K 0.01%
4,761
-133,530
408
$600K 0.01%
5,420
409
$596K 0.01%
+4,877
410
$583K 0.01%
+20,752
411
$582K 0.01%
5,670
-728
412
$579K 0.01%
+9,142
413
$564K 0.01%
4,739
-578
414
$562K 0.01%
5,594
+184
415
$557K 0.01%
+10,698
416
$544K 0.01%
7,360
-26,287
417
$542K 0.01%
21,376
-902
418
$527K 0.01%
36,513
-4,525
419
$519K 0.01%
5,887
-3,577
420
$505K 0.01%
18,982
-751
421
$501K 0.01%
5,402
+2,164
422
$497K 0.01%
29,803
-10,238
423
$469K 0.01%
3,093
-153,610
424
$455K 0.01%
21,949
-920
425
$453K 0.01%
3,770
-864
15 16
17
18 19