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
401
$863K 0.01%
+228,360
402
$853K 0.01%
16,630
-231,103
403
$831K 0.01%
24,456
+378
404
$809K 0.01%
2,603
+918
405
$798K 0.01%
5,058
+81
406
$797K 0.01%
10,088
-155,714
407
$771K 0.01%
21,660
-540
408
$754K 0.01%
3,069
-164
409
$739K 0.01%
53,058
-5,141
410
$739K 0.01%
3,516
-338
411
$731K 0.01%
14,083
-1,862
412
$731K 0.01%
4,658
-206
413
$726K 0.01%
4,093
-383
414
$723K 0.01%
11,823
-11,619
415
$721K 0.01%
4,822
+134
416
$716K 0.01%
77,328
-11,875
417
$709K 0.01%
14,697
-25,448
418
$706K 0.01%
37,483
-4,314
419
$701K 0.01%
21,514
-2,669
420
$700K 0.01%
8,494
-507
421
$696K 0.01%
+12,464
422
$688K 0.01%
8,342
-1,116
423
$684K 0.01%
+2,842
424
$681K 0.01%
6,743
-1,305
425
$675K 0.01%
16,466
-17,656
15 16
17
18 19