ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
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
+$43.2M
2
+$34.1M
3
+$31.5M
4
J icon
Jacobs Solutions
J
+$29.5M
5
PODD icon
Insulet
PODD
+$15.4M

Top Sells

1
+$47.3M
2
+$28.6M
3
+$28.5M
4
FICO icon
Fair Isaac
FICO
+$24.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$23.7M

Sector Composition

1 Technology 21.78%
2 Financials 14.97%
3 Healthcare 10.88%
4 Industrials 10.09%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$674K 0.01%
129,313
-8,711
427
$674K 0.01%
6,858
-677
428
$672K 0.01%
15,312
+171
429
$670K 0.01%
3,229
-284
430
$665K 0.01%
19,133
-50,422
431
$656K 0.01%
16,650
-2,466
432
$648K 0.01%
12,899
433
$637K 0.01%
27,018
-48
434
$634K 0.01%
4,840
-300
435
$632K 0.01%
29,951
-2,990
436
$631K 0.01%
+58,804
437
$626K 0.01%
8,242
-668
438
$616K 0.01%
1,272
-21
439
$616K 0.01%
174
+95
440
$609K 0.01%
6,750
-133
441
$609K 0.01%
2,736
+698
442
$603K 0.01%
2,382
-25
443
$601K 0.01%
16,915
444
$597K 0.01%
6,885
-107
445
$592K 0.01%
17,416
-8,398
446
$591K 0.01%
4,254
-188
447
$584K 0.01%
14,257
-22
448
$582K 0.01%
22,929
+11,250
449
$581K 0.01%
20,125
-4,021
450
$570K 0.01%
1,512
16 17
18
19 20