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
526
$299K ﹤0.01%
+550,604
527
$297K ﹤0.01%
586
+2
528
$294K ﹤0.01%
+10,027
529
$294K ﹤0.01%
10,911
530
$293K ﹤0.01%
23,366
531
$293K ﹤0.01%
40,042
532
$290K ﹤0.01%
+1,060
533
$288K ﹤0.01%
700
-31
534
$287K ﹤0.01%
920
-200
535
$284K ﹤0.01%
16,721
-194
536
$282K ﹤0.01%
3,540
-377
537
$282K ﹤0.01%
872
-26
538
$281K ﹤0.01%
+7,000
539
$276K ﹤0.01%
1,905
-2
540
$275K ﹤0.01%
+1,197
541
$274K ﹤0.01%
6,440
+315
542
$273K ﹤0.01%
+671
543
$273K ﹤0.01%
8,883
-1,343
544
$270K ﹤0.01%
1,683
-33,346
545
$269K ﹤0.01%
21,750
546
$269K ﹤0.01%
1,770
-247
547
$266K ﹤0.01%
10,590
-2,187
548
$261K ﹤0.01%
3,499
-115
549
$259K ﹤0.01%
8,735
-45,289
550
$258K ﹤0.01%
213
20 21
22
23 24