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
526
$282K ﹤0.01%
1,783
527
$280K ﹤0.01%
673
-107
528
$278K ﹤0.01%
+2,476
529
$275K ﹤0.01%
1,168
-340
530
$273K ﹤0.01%
2,734
-190
531
$272K ﹤0.01%
+3,581
532
$270K ﹤0.01%
9,685
533
$269K ﹤0.01%
+2,513
534
$264K ﹤0.01%
1,158
-190
535
$262K ﹤0.01%
1,996
-143
536
$261K ﹤0.01%
2,987
+821
537
$261K ﹤0.01%
8,724
-6,720
538
$257K ﹤0.01%
9,334
539
$256K ﹤0.01%
10,380
-999
540
$253K ﹤0.01%
+7,053
541
$251K ﹤0.01%
183
-503
542
$249K ﹤0.01%
+7,510
543
$247K ﹤0.01%
4,500
544
$247K ﹤0.01%
13,021
-60,707
545
$246K ﹤0.01%
4,421
-148
546
$246K ﹤0.01%
20,791
+3,400
547
$245K ﹤0.01%
5,077
-543
548
$243K ﹤0.01%
3,057
549
$243K ﹤0.01%
2,472
550
$243K ﹤0.01%
+6,300
20 21
22
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