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
401
$725K 0.01%
+4,825
402
$718K 0.01%
19,340
-6,740
403
$707K 0.01%
21,840
+15,749
404
$705K 0.01%
26,058
+2,857
405
$697K 0.01%
19,436
406
$695K 0.01%
6,612
+10
407
$691K 0.01%
20,349
-8,336
408
$691K 0.01%
8,950
-17
409
$684K 0.01%
21,377
410
$677K 0.01%
15,683
-749
411
$665K 0.01%
+16,520
412
$655K 0.01%
29,457
+8,438
413
$642K 0.01%
7,761
-283
414
$639K 0.01%
4,025
+2,436
415
$636K 0.01%
167,080
+89,720
416
$636K 0.01%
+18,559
417
$631K 0.01%
+2,766
418
$631K 0.01%
5,089
-3,183
419
$621K 0.01%
1,362
-4,557
420
$619K 0.01%
8,161
-2,837
421
$609K 0.01%
6,091
+3,630
422
$600K 0.01%
5,849
-4
423
$593K 0.01%
17,052
-420
424
$590K 0.01%
2,871
+54
425
$585K 0.01%
9,363
-591
15 16
17
18 19