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
551
$243K ﹤0.01%
1,535
-1,737
552
$242K ﹤0.01%
+4,418
553
$240K ﹤0.01%
1,008
554
$236K ﹤0.01%
863
-43
555
$232K ﹤0.01%
5,037
-477
556
$232K ﹤0.01%
7,282
-12,314
557
$232K ﹤0.01%
+5,606
558
$231K ﹤0.01%
4,322
-508
559
$230K ﹤0.01%
+1,539
560
$227K ﹤0.01%
19,219
561
$227K ﹤0.01%
2,647
+157
562
$223K ﹤0.01%
7,049
-16,095
563
$221K ﹤0.01%
10,195
564
$221K ﹤0.01%
+1,772
565
$221K ﹤0.01%
767
-501
566
$220K ﹤0.01%
2,654
-572
567
$219K ﹤0.01%
3,800
568
$217K ﹤0.01%
4,672
-327
569
$216K ﹤0.01%
10,013
-951
570
$215K ﹤0.01%
+2,532
571
$210K ﹤0.01%
36,989
572
$209K ﹤0.01%
+6,255
573
$209K ﹤0.01%
4,208
-2,576
574
$208K ﹤0.01%
1,930
-28,141
575
$204K ﹤0.01%
+1,831
21 22
23
24 25