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
476
$392K 0.01%
7,443
477
$392K 0.01%
704
-196
478
$387K 0.01%
15,298
+1,866
479
$386K 0.01%
20,628
+2,140
480
$384K 0.01%
24,761
481
$377K 0.01%
+9,519
482
$375K 0.01%
2,855
483
$374K 0.01%
+13,415
484
$374K 0.01%
3,584
-1,578
485
$372K 0.01%
+7,695
486
$372K 0.01%
+2,010
487
$371K 0.01%
+15,783
488
$368K 0.01%
55,198
+3,923
489
$368K 0.01%
5,101
+337
490
$366K 0.01%
+14,600
491
$363K 0.01%
8,227
+27
492
$359K 0.01%
1,747
-28,343
493
$356K ﹤0.01%
+30,763
494
$356K ﹤0.01%
1,469
-68
495
$349K ﹤0.01%
3,472
496
$344K ﹤0.01%
13,599
+1,197
497
$344K ﹤0.01%
5,100
-340
498
$344K ﹤0.01%
21,848
-2,374
499
$340K ﹤0.01%
693
-4
500
$334K ﹤0.01%
+2,862
18 19
20
21 22