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
426
$585K 0.01%
23,035
-34,261
427
$579K 0.01%
+22,625
428
$573K 0.01%
19,398
-18,037
429
$563K 0.01%
20,281
+1,711
430
$561K 0.01%
6,674
431
$546K 0.01%
12,903
+729
432
$534K 0.01%
1,955
+101
433
$530K 0.01%
8,228
-6,476
434
$529K 0.01%
10,921
-6,813
435
$527K 0.01%
29,513
-1
436
$526K 0.01%
+21,328
437
$517K 0.01%
7,400
438
$515K 0.01%
10,348
+3,505
439
$511K 0.01%
49,488
-50,710
440
$504K 0.01%
+24,125
441
$502K 0.01%
3,095
+1,924
442
$498K 0.01%
30,745
443
$493K 0.01%
5,603
-60
444
$492K 0.01%
3,243
+27
445
$485K 0.01%
6,592
-26,345
446
$480K 0.01%
25,725
+6,497
447
$480K 0.01%
8,564
448
$477K 0.01%
18,132
-1,623
449
$471K 0.01%
4,788
-280
450
$465K 0.01%
3,511
-2
16 17
18
19 20