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
576
$227K ﹤0.01%
1,934
-408
577
$226K ﹤0.01%
10,648
-12,200
578
$224K ﹤0.01%
+4,226
579
$223K ﹤0.01%
14,986
-17,860
580
$222K ﹤0.01%
+2,830
581
$222K ﹤0.01%
15,391
-15,011
582
$221K ﹤0.01%
+2,884
583
$220K ﹤0.01%
+3,554
584
$220K ﹤0.01%
3,209
585
$217K ﹤0.01%
+2,564
586
$216K ﹤0.01%
6,114
-3,105
587
$215K ﹤0.01%
4,817
-21,922
588
$215K ﹤0.01%
+7,489
589
$213K ﹤0.01%
+3,800
590
$212K ﹤0.01%
6,001
-27,393
591
$210K ﹤0.01%
5,450
-4
592
$203K ﹤0.01%
+2,473
593
$203K ﹤0.01%
+2,000
594
$202K ﹤0.01%
+773
595
$201K ﹤0.01%
27,086
-580
596
$200K ﹤0.01%
+8,236
597
$198K ﹤0.01%
14,033
+1,110
598
$194K ﹤0.01%
+12,537
599
$191K ﹤0.01%
775
-206
600
$184K ﹤0.01%
+10,038
22 23
24
25 26