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
501
$334K ﹤0.01%
768
-39
502
$334K ﹤0.01%
2,040
-117
503
$333K ﹤0.01%
14,180
504
$332K ﹤0.01%
21,646
505
$331K ﹤0.01%
5,100
+148
506
$325K ﹤0.01%
2,751
-20
507
$321K ﹤0.01%
3,644
+512
508
$317K ﹤0.01%
4,614
-1,717
509
$316K ﹤0.01%
8,440
-138,360
510
$315K ﹤0.01%
+14,185
511
$315K ﹤0.01%
+10,070
512
$315K ﹤0.01%
12,728
513
$313K ﹤0.01%
3,718
514
$312K ﹤0.01%
+3,118
515
$307K ﹤0.01%
3,951
516
$305K ﹤0.01%
8,781
+847
517
$304K ﹤0.01%
4,739
518
$303K ﹤0.01%
+1,425
519
$292K ﹤0.01%
3,797
+193
520
$291K ﹤0.01%
2,932
-197
521
$291K ﹤0.01%
5,071
-1,633
522
$291K ﹤0.01%
2,429
+2
523
$291K ﹤0.01%
2,650
-2,372
524
$289K ﹤0.01%
1,101
-13,688
525
$285K ﹤0.01%
2,104
-3,411
19 20
21
22 23