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
576
$203K ﹤0.01%
5,739
577
$202K ﹤0.01%
302
-16
578
$202K ﹤0.01%
943
-494
579
$122K ﹤0.01%
+10,858
580
$116K ﹤0.01%
+10,678
581
$108K ﹤0.01%
+19,651
582
$57K ﹤0.01%
+44,292
583
$45K ﹤0.01%
13,150
584
$31K ﹤0.01%
12,837
585
$12K ﹤0.01%
10
586
– –
-9,267
587
– –
-28,544
588
– –
-20,518
589
– –
-1,539
590
– –
-983
591
– –
-1,491
592
– –
-3,082
593
– –
-31,161
594
– –
-738
595
– –
-7,798
596
– –
-4,835
597
– –
-2,238
598
– –
-14,039
599
– –
-16,217
600
– –
-39,288
22 23
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