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
26
$79.8M 1.11%
973,103
+63,445
27
$78.4M 1.09%
774,190
+41,034
28
$74.4M 1.03%
425,926
+18,760
29
$73.9M 1.03%
1,793,863
+335,202
30
$72.9M 1.01%
1,005,575
+61,437
31
$69.5M 0.96%
951,672
+110,680
32
$66.7M 0.93%
744,291
+65,849
33
$65.2M 0.9%
1,226,339
+61,136
34
$62.9M 0.87%
669,405
+41,979
35
$62.7M 0.87%
2,801,203
+139,511
36
$59.3M 0.82%
321,162
+14,827
37
$58.3M 0.81%
939,867
+54,934
38
$55.4M 0.77%
224,108
+11,067
39
$54.3M 0.75%
862,370
+56,230
40
$53.9M 0.75%
486,053
+34,795
41
$53.3M 0.74%
104,427
+1,785
42
$51.6M 0.72%
361,171
+21,079
43
$51.4M 0.71%
1,098,564
+107,249
44
$50.3M 0.7%
801,812
+46,861
45
$48.6M 0.68%
110,204
+21,539
46
$48.3M 0.67%
852,483
+51,809
47
$46.6M 0.65%
2,461,862
+181,770
48
$46M 0.64%
190,751
+8,612
49
$44.5M 0.62%
131,823
+7,380
50
$44.2M 0.61%
123,156
+8,424
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