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
551
$255K ﹤0.01%
2,852
-274
552
$253K ﹤0.01%
+1,977
553
$251K ﹤0.01%
1,934
-3,107
554
$250K ﹤0.01%
20,081
-86
555
$249K ﹤0.01%
6,951
-90
556
$249K ﹤0.01%
5,199
557
$245K ﹤0.01%
+6,961
558
$245K ﹤0.01%
+3,144
559
$244K ﹤0.01%
2,665
560
$243K ﹤0.01%
4,894
-7
561
$242K ﹤0.01%
+6,240
562
$240K ﹤0.01%
10,773
-11,906
563
$238K ﹤0.01%
2,977
-8
564
$238K ﹤0.01%
+1,024
565
$238K ﹤0.01%
1,356
-84
566
$235K ﹤0.01%
1,820
-472
567
$234K ﹤0.01%
903
-405
568
$234K ﹤0.01%
+3,750
569
$233K ﹤0.01%
4,876
+64
570
$232K ﹤0.01%
+3,354
571
$231K ﹤0.01%
738
-430
572
$230K ﹤0.01%
+2,500
573
$229K ﹤0.01%
1,836
+4
574
$229K ﹤0.01%
+2,006
575
$227K ﹤0.01%
2,094
-598
21 22
23
24 25