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
$5.62B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$36.8M
3
+$29.8M
4
EL icon
Estee Lauder
EL
+$12M
5
GGG icon
Graco
GGG
+$7.13M

Top Sells

1
+$40.1M
2
+$33.4M
3
+$33.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$23.3M
5
IBM icon
IBM
IBM
+$17M

Sector Composition

1 Financials 19.19%
2 Technology 16.4%
3 Healthcare 12.63%
4 Consumer Staples 10.4%
5 Consumer Discretionary 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35.8M 0.64%
2,152,385
+33,167
52
$35.6M 0.63%
563,214
-38,309
53
$35.3M 0.63%
2,642,360
-106,040
54
$34.7M 0.62%
333,828
+3,560
55
$33.1M 0.59%
300,471
-35,800
56
$32.9M 0.59%
708,890
-33,460
57
$32.8M 0.58%
641,289
-17,154
58
$31.3M 0.56%
2,682,700
-158,818
59
$30.6M 0.54%
441,045
+1,966
60
$30.5M 0.54%
167,906
-16,470
61
$30.1M 0.54%
587,247
-129,104
62
$30M 0.53%
497,703
-46,383
63
$29.9M 0.53%
462,443
-18,938
64
$29.9M 0.53%
346,388
+29,149
65
$29.8M 0.53%
106,002
-6,019
66
$29.8M 0.53%
+795,319
67
$27.3M 0.49%
204,488
+39,378
68
$26.7M 0.48%
366,857
-11,262
69
$26.4M 0.47%
203,121
-162
70
$26.2M 0.47%
119,556
+6,207
71
$26.1M 0.47%
289,744
-30,911
72
$25.6M 0.46%
693,150
-131,130
73
$25M 0.45%
90,553
+18,919
74
$23.9M 0.43%
442,594
-617,401
75
$23.7M 0.42%
1,508,582
-84,897
1 2
3
4 5