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
26
$84.4M 1.04%
1,203,585
-32,433
27
$82.3M 1.01%
793,181
-49,621
28
$71.2M 0.88%
756,287
-50,150
29
$70.6M 0.87%
284,321
-7,749
30
$69.4M 0.85%
1,840,655
-158,304
31
$68M 0.84%
261,781
+40,042
32
$66.7M 0.82%
1,982,371
-104,489
33
$66.5M 0.82%
1,213,053
-87,607
34
$66.1M 0.81%
1,122,422
-79,113
35
$65.9M 0.81%
494,558
+26,494
36
$65.3M 0.81%
451,817
-18,844
37
$64M 0.79%
121,585
-536
38
$62.9M 0.78%
1,435,117
-73,132
39
$58.1M 0.72%
717,589
-34,211
40
$57.9M 0.71%
1,338,134
-114,414
41
$56.7M 0.7%
1,969,011
-464,694
42
$56.5M 0.7%
1,628,489
-22,173
43
$54.9M 0.68%
331,944
+279,416
44
$54.6M 0.67%
352,677
+30,062
45
$52.7M 0.65%
479,042
-21,773
46
$50.9M 0.63%
87,396
-1,478
47
$50.4M 0.62%
1,460,417
-124,310
48
$48.5M 0.6%
488,261
-248,635
49
$48.5M 0.6%
2,747,013
-162,998
50
$46.8M 0.58%
3,840,379
-430,735
1
2
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