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
101
$14.2M 0.25%
212,829
-107,914
102
$13.9M 0.25%
102,367
+3,775
103
$13.1M 0.23%
60,096
-1,422
104
$13M 0.23%
103,938
-1,528
105
$13M 0.23%
61,125
-36,562
106
$12.6M 0.22%
134,738
-2,785
107
$12M 0.21%
+41,127
108
$11.9M 0.21%
39,913
-425
109
$11.9M 0.21%
150,957
-5,067
110
$10.9M 0.19%
128,328
-3,924
111
$10.9M 0.19%
30,558
+1,550
112
$10.8M 0.19%
51,151
+5,752
113
$10.8M 0.19%
28,895
-49
114
$10.7M 0.19%
126,168
+979
115
$10.5M 0.19%
101,840
+3,920
116
$10.5M 0.19%
72,906
+3,543
117
$10.4M 0.19%
132,702
-22,834
118
$10.1M 0.18%
40,990
-3,114
119
$10M 0.18%
26,172
-15,476
120
$9.75M 0.17%
98,161
+708
121
$9.66M 0.17%
41,341
-13,658
122
$9.56M 0.17%
39,269
-1,610
123
$9.43M 0.17%
54,794
-33,512
124
$9.41M 0.17%
346,815
+11,120
125
$9.35M 0.17%
111,806
-2,077
3 4
5
6 7