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
451
$567K 0.01%
16,207
-16,150
452
$565K 0.01%
9,404
+983
453
$559K 0.01%
7,477
+1,303
454
$552K 0.01%
10,983
-864
455
$548K 0.01%
10,885
+39
456
$546K 0.01%
6,912
457
$543K 0.01%
4,640
-2
458
$529K 0.01%
+311,429
459
$524K 0.01%
8,003
-7,545
460
$522K 0.01%
14,245
-2,305
461
$521K 0.01%
21,411
-19,611
462
$517K 0.01%
13,650
-36
463
$513K 0.01%
12,583
-1,116
464
$513K 0.01%
11,151
+748
465
$509K 0.01%
16,917
-3,982
466
$505K 0.01%
+13,956
467
$494K 0.01%
4,988
-2,738
468
$489K 0.01%
1,187
-20,666
469
$488K 0.01%
12,415
+3,168
470
$486K 0.01%
+16,518
471
$477K 0.01%
7,818
-826
472
$475K 0.01%
57,928
-1,684
473
$473K 0.01%
11,113
+172
474
$463K 0.01%
2,000
+752
475
$456K 0.01%
39,767
-50
17 18
19
20 21