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
476
$228K ﹤0.01%
4,148
-1,368
477
$227K ﹤0.01%
1,028
+29
478
$224K ﹤0.01%
+1,002
479
$223K ﹤0.01%
3,459
-159
480
$223K ﹤0.01%
+2,504
481
$219K ﹤0.01%
+1,459
482
$216K ﹤0.01%
+4,056
483
$211K ﹤0.01%
+1,989
484
$204K ﹤0.01%
2,000
485
$201K ﹤0.01%
+1,071
486
$190K ﹤0.01%
19,219
487
$185K ﹤0.01%
+10,913
488
$148K ﹤0.01%
10,570
-4,755
489
$137K ﹤0.01%
+2,097
490
$66K ﹤0.01%
+10
491
$65K ﹤0.01%
+11,011
492
$56K ﹤0.01%
13,150
493
$30K ﹤0.01%
12,837
494
– –
-24,614
495
– –
-26,151
496
– –
-39,166
497
– –
-15,835
498
– –
-201,216
499
– –
-50,767
500
– –
-22,523
18 19
20
21 22