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
451
$460K 0.01%
10,244
452
$455K 0.01%
33,951
453
$453K 0.01%
+9,870
454
$453K 0.01%
35,266
455
$449K 0.01%
+7,612
456
$445K 0.01%
2,465
+834
457
$439K 0.01%
+4,403
458
$438K 0.01%
14,690
459
$438K 0.01%
17,125
-33
460
$436K 0.01%
7,356
-25
461
$432K 0.01%
4,585
+339
462
$425K 0.01%
3,265
-378
463
$425K 0.01%
17,871
-2,295
464
$424K 0.01%
43,735
465
$422K 0.01%
9,139
-213
466
$421K 0.01%
4,222
-442
467
$419K 0.01%
10,941
468
$419K 0.01%
5,976
-702
469
$415K 0.01%
5,437
+3,276
470
$408K 0.01%
+21,058
471
$408K 0.01%
4,294
-354
472
$407K 0.01%
32,206
+1,790
473
$406K 0.01%
1,540
-314
474
$399K 0.01%
13,054
-8,890
475
$395K 0.01%
5,302
-2,906
17 18
19
20 21