ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
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
+$43.2M
2
+$34.1M
3
+$31.5M
4
J icon
Jacobs Solutions
J
+$29.5M
5
PODD icon
Insulet
PODD
+$15.4M

Top Sells

1
+$47.3M
2
+$28.6M
3
+$28.5M
4
FICO icon
Fair Isaac
FICO
+$24.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$23.7M

Sector Composition

1 Technology 21.78%
2 Financials 14.97%
3 Healthcare 10.88%
4 Industrials 10.09%
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%
8,144
-3,404
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