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
51
$43.4M 0.6%
235,540
+11,235
52
$43.2M 0.6%
677,957
+95,081
53
$40.9M 0.57%
825,720
-248,596
54
$40.8M 0.57%
2,286,711
+307,744
55
$40.7M 0.56%
581,511
+31,150
56
$40.7M 0.56%
487,920
+68,938
57
$40.4M 0.56%
938,967
+57,213
58
$40.3M 0.56%
185,846
+78,544
59
$38.7M 0.54%
345,354
+18,887
60
$38.6M 0.54%
487,129
+33,171
61
$38.4M 0.53%
387,405
+384,724
62
$38.1M 0.53%
728,744
+63,282
63
$36.9M 0.51%
540,197
+32,636
64
$35.9M 0.5%
+1,045,238
65
$35.6M 0.49%
716,446
+91,923
66
$35.5M 0.49%
345,417
+23,056
67
$35.1M 0.49%
157,828
-32,667
68
$32M 0.44%
537,472
+30,678
69
$31.9M 0.44%
325,261
+15,162
70
$27.6M 0.38%
199,223
+27,328
71
$27.1M 0.38%
578,116
+31,090
72
$26.9M 0.37%
59,479
+6,378
73
$26.4M 0.37%
264,567
+49,502
74
$26.1M 0.36%
45,362
+5,504
75
$25.9M 0.36%
138,335
+1,255
1 2
3
4 5