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
476
$453K 0.01%
14,091
477
$444K 0.01%
942
+430
478
$442K 0.01%
19,709
479
$442K 0.01%
8,987
+2,066
480
$441K 0.01%
4,635
-2,373
481
$438K 0.01%
+30,235
482
$436K 0.01%
18,706
+264
483
$431K 0.01%
3,980
-1,644
484
$430K 0.01%
6,223
-33
485
$427K 0.01%
+8,032
486
$420K 0.01%
+9,856
487
$417K 0.01%
18,005
-2,899
488
$414K 0.01%
12,530
-31
489
$410K 0.01%
3,967
+162
490
$404K 0.01%
905
-10
491
$402K ﹤0.01%
3,907
-35
492
$399K ﹤0.01%
+1,829
493
$395K ﹤0.01%
31,916
+3,729
494
$392K ﹤0.01%
9,751
+81
495
$377K ﹤0.01%
1,970
496
$375K ﹤0.01%
9,119
+82
497
$372K ﹤0.01%
+12,505
498
$361K ﹤0.01%
789
-40
499
$359K ﹤0.01%
13,549
500
$358K ﹤0.01%
+4,867
18 19
20
21 22