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
101
$16.6M 0.23%
55,255
+2,529
102
$16.6M 0.23%
68,532
+3,015
103
$16.3M 0.23%
70,432
+2,756
104
$15.9M 0.22%
114,120
+5,160
105
$15.9M 0.22%
234,816
+10,489
106
$15.8M 0.22%
148,772
+9,552
107
$15.7M 0.22%
114,393
+6,534
108
$15.6M 0.22%
50,844
+21,013
109
$15.5M 0.21%
77,597
+1,778
110
$15.1M 0.21%
602,914
+28,625
111
$15.1M 0.21%
82,300
+3,555
112
$15M 0.21%
44,480
-932
113
$14.9M 0.21%
44,553
+1,937
114
$14.9M 0.21%
175,333
+2,197
115
$14.8M 0.21%
325,125
+252,240
116
$14.8M 0.21%
125,989
+464
117
$14.8M 0.21%
67,599
+2,202
118
$14.7M 0.2%
82,423
+17,710
119
$14.7M 0.2%
161,821
-27,611
120
$14.6M 0.2%
80,514
+5,254
121
$14.6M 0.2%
114,049
-1,290
122
$13.9M 0.19%
46,282
+1,863
123
$13.5M 0.19%
60,832
+4,620
124
$12.8M 0.18%
169,095
+7,898
125
$12.7M 0.18%
166,617
-2,553
3 4
5
6 7