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
51
$46.6M 0.57%
102,914
-6,557
52
$46.2M 0.57%
438,506
+288,215
53
$45.4M 0.56%
196,107
-33,874
54
$44.1M 0.54%
269,460
-15,943
55
$43.9M 0.54%
2,617,560
-223,976
56
$43.6M 0.54%
84,729
+1,038
57
$42.9M 0.53%
521,102
-39,974
58
$41.8M 0.51%
802,845
-48,099
59
$40.6M 0.5%
88,110
-3,370
60
$39.3M 0.48%
642,129
-40,941
61
$39.2M 0.48%
429,252
+424,537
62
$38.4M 0.47%
361,274
+24,661
63
$36.3M 0.45%
133,268
-4,234
64
$35.8M 0.44%
101,906
+18,257
65
$34.5M 0.43%
354,602
-22,754
66
$34.4M 0.42%
72,314
+7,505
67
$33.8M 0.42%
376,584
-25,154
68
$33.6M 0.41%
53,817
-611
69
$32.9M 0.4%
507,118
-60,235
70
$32.8M 0.4%
569,648
-58,078
71
$32.6M 0.4%
670,540
+18,880
72
$32.4M 0.4%
803,103
-72,579
73
$31.1M 0.38%
166,268
+2,243
74
$31M 0.38%
269,290
-19,986
75
$30.9M 0.38%
162,826
+1,533
1 2
3
4 5