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
501
$356K ﹤0.01%
2,091
+156
502
$355K ﹤0.01%
12,972
-1,757
503
$354K ﹤0.01%
+17,428
504
$351K ﹤0.01%
25,519
-3,294
505
$351K ﹤0.01%
4,380
+111
506
$350K ﹤0.01%
16,888
-1,360
507
$349K ﹤0.01%
7,092
-2,307
508
$349K ﹤0.01%
2,191
-466
509
$348K ﹤0.01%
+3,115
510
$345K ﹤0.01%
737
+15
511
$341K ﹤0.01%
4,072
-1,702
512
$325K ﹤0.01%
+4,240
513
$324K ﹤0.01%
+17,198
514
$321K ﹤0.01%
+7,736
515
$320K ﹤0.01%
7,657
-7,831
516
$320K ﹤0.01%
10,002
-4,186
517
$320K ﹤0.01%
2,683
+1
518
$318K ﹤0.01%
421
-3
519
$317K ﹤0.01%
+4,614
520
$314K ﹤0.01%
8,247
521
$311K ﹤0.01%
2,094
+359
522
$310K ﹤0.01%
1,296
-403
523
$308K ﹤0.01%
+5,162
524
$305K ﹤0.01%
1,702
+51
525
$300K ﹤0.01%
+3,093
19 20
21
22 23