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
551
$255K ﹤0.01%
1,426
-137
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