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
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
– –
-10,290
611
– –
-19,508
612
– –
-80,697
613
– –
-4,725
614
– –
-7,286
615
– –
-13,918
616
– –
-5,278
617
– –
-1,077
618
– –
-10,662
619
– –
-26,949
620
– –
-23,603
621
– –
-13,009
622
– –
-1,091
623
– –
-21,682
624
– –
-16,400
625
– –
-9,267
23 24
25
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