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
601
$178K ﹤0.01%
15,770
-167
602
$163K ﹤0.01%
19,219
603
$147K ﹤0.01%
+16,553
604
$147K ﹤0.01%
49,900
605
$142K ﹤0.01%
10,667
606
$119K ﹤0.01%
21,646
607
$74K ﹤0.01%
+14,064
608
$43.5K ﹤0.01%
23,772
-523
609
$4.73K ﹤0.01%
600
610
– –
-19,508
611
– –
-80,697
612
– –
-4,725
613
– –
-7,286
614
– –
-13,918
615
– –
-5,278
616
– –
-1,077
617
– –
-10,662
618
– –
-26,949
619
– –
-23,603
620
– –
-13,009
621
– –
-1,091
622
– –
-21,682
623
– –
-16,400
624
– –
-9,267
625
– –
-10,790
23 24
25
26 27