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
26
$55.8M 0.99%
1,427,716
+29,890
27
$53.3M 0.95%
857,265
-88,775
28
$53.2M 0.95%
586,072
-72,250
29
$51.9M 0.92%
698,542
-73,976
30
$51.6M 0.92%
436,635
-29,167
31
$50.9M 0.91%
573,109
-55,639
32
$50.3M 0.89%
292,029
-13,263
33
$49.7M 0.88%
937,391
+37,909
34
$48.8M 0.87%
460,811
-27,556
35
$48.1M 0.86%
163,261
-7,659
36
$47.9M 0.85%
858,564
+10,608
37
$47.8M 0.85%
383,128
-43,538
38
$47.4M 0.84%
2,072,444
-22,467
39
$46.6M 0.83%
310,744
-22,584
40
$46.4M 0.83%
2,321,322
-74,681
41
$44.5M 0.79%
870,274
-41,841
42
$44.2M 0.79%
+757,979
43
$43.4M 0.77%
576,768
-35,260
44
$42.8M 0.76%
115,776
-18,329
45
$42.2M 0.75%
800,780
-238,237
46
$41.7M 0.74%
511,063
-19,233
47
$40.3M 0.72%
687,944
-79,624
48
$39.6M 0.7%
106,383
+1,792
49
$36.8M 0.65%
+575,133
50
$36.1M 0.64%
205,853
-20,340
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