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
76
$25.6M 0.36%
234,586
+47,470
77
$25.6M 0.36%
1,752,517
+106,867
78
$25.5M 0.35%
372,860
-200,430
79
$24.7M 0.34%
187,698
-20,586
80
$24.5M 0.34%
94,136
+5,986
81
$24M 0.33%
141,070
+7,802
82
$24M 0.33%
405,914
+15,593
83
$24M 0.33%
198,049
-602
84
$23.6M 0.33%
70,696
-1,125
85
$22.4M 0.31%
420,043
+38,621
86
$21.8M 0.3%
132,779
+4,445
87
$21.7M 0.3%
102,265
+4,608
88
$21.5M 0.3%
140,904
+51,999
89
$21.5M 0.3%
51,646
+4,614
90
$20.3M 0.28%
153,041
+3,495
91
$19.9M 0.28%
41,346
+329
92
$19.7M 0.27%
87,158
-1,616
93
$19.1M 0.26%
66,626
+7,377
94
$18.4M 0.26%
136,568
+5,970
95
$18.1M 0.25%
93,092
+4,934
96
$18.1M 0.25%
207,833
+1,769
97
$17.5M 0.24%
29,660
+794
98
$17.3M 0.24%
241,156
+1,935
99
$17.1M 0.24%
121,414
+5,012
100
$16.8M 0.23%
80,247
+4,570
2 3
4
5 6