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
76
$22.7M 0.4%
93,653
+4,013
77
$22M 0.39%
88,913
-23,075
78
$21.3M 0.38%
116,350
+5,219
79
$21M 0.37%
451,375
-717,011
80
$20.9M 0.37%
93,816
+2,904
81
$20.6M 0.37%
155,378
+2,058
82
$20.5M 0.36%
108,232
+1,850
83
$20.3M 0.36%
148,370
-12,687
84
$20.2M 0.36%
86,916
+12,710
85
$20.1M 0.36%
514,017
-3,355
86
$19.5M 0.35%
372,087
-334
87
$18.4M 0.33%
64,942
-111
88
$18.4M 0.33%
168,674
+22,382
89
$18.2M 0.32%
98,883
-4,122
90
$18.1M 0.32%
128,238
-1,252
91
$18M 0.32%
68,080
-2,994
92
$17.9M 0.32%
212,849
-1,084
93
$17.7M 0.31%
81,427
-2,421
94
$16.3M 0.29%
81,598
-3,810
95
$16.2M 0.29%
64,945
-161,000
96
$16.1M 0.29%
40,579
+3,596
97
$15.8M 0.28%
34,575
-7,568
98
$15.2M 0.27%
96,091
-2,987
99
$15.1M 0.27%
123,780
-2,738
100
$14.3M 0.25%
95,209
+30,963
2 3
4
5 6