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
451
$329K 0.01%
6,670
-220
452
$327K 0.01%
1,750
+23
453
$319K 0.01%
13,642
+1,494
454
$318K 0.01%
799
+3
455
$317K 0.01%
4,764
-677
456
$314K 0.01%
983
-419
457
$312K 0.01%
1,508
458
$309K 0.01%
+3,646
459
$307K 0.01%
+4,374
460
$298K 0.01%
+5,732
461
$296K 0.01%
+1,103
462
$285K 0.01%
+3,976
463
$275K ﹤0.01%
10,652
-555
464
$270K ﹤0.01%
10,092
-553
465
$267K ﹤0.01%
+7,176
466
$267K ﹤0.01%
+561
467
$261K ﹤0.01%
18,825
-518
468
$256K ﹤0.01%
7,066
-10,634
469
$255K ﹤0.01%
+2,719
470
$245K ﹤0.01%
5,441
-325,645
471
$241K ﹤0.01%
3,382
-140
472
$238K ﹤0.01%
+5,705
473
$232K ﹤0.01%
+9,115
474
$231K ﹤0.01%
3,800
475
$230K ﹤0.01%
1,039
-8,348
17 18
19
20 21