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
76
$30.2M 0.37%
416,914
-28,193
77
$29.8M 0.37%
570,118
-58,801
78
$29.1M 0.36%
+271,404
79
$28.8M 0.36%
70,526
-1,124
80
$28.3M 0.35%
125,706
-928
81
$28.3M 0.35%
1,430,174
+202,867
82
$27.4M 0.34%
127,371
-21,001
83
$27.1M 0.33%
336,971
+46,398
84
$26.4M 0.33%
517,385
-35,959
85
$25.6M 0.31%
314,777
-811
86
$25.4M 0.31%
168,580
+1,256
87
$25.4M 0.31%
277,471
+20,503
88
$25.3M 0.31%
160,654
-14,376
89
$25.1M 0.31%
196,788
+3,632
90
$24.7M 0.3%
149,705
+1,792
91
$24.6M 0.3%
167,116
+7,284
92
$24.3M 0.3%
130,148
-820
93
$24.1M 0.3%
1,894,546
-161,058
94
$23.7M 0.29%
62,311
-5,243
95
$23.7M 0.29%
459,973
-34,106
96
$23M 0.28%
280,163
-88,739
97
$22.9M 0.28%
79,654
+486
98
$22.7M 0.28%
133,038
+12
99
$22.3M 0.28%
106,451
+264
100
$22.1M 0.27%
149,837
-200
2 3
4
5 6