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
101
$21.8M 0.27%
353,953
-74,437
102
$21.6M 0.27%
134,570
+377
103
$21.5M 0.26%
55,032
+812
104
$21.4M 0.26%
434,157
-38,628
105
$21.2M 0.26%
32,182
-2,510
106
$20.6M 0.25%
132,694
+1,209
107
$20M 0.25%
92,657
+10,009
108
$19.5M 0.24%
+89,788
109
$19.5M 0.24%
150,272
-176
110
$18.1M 0.22%
175,125
-78,676
111
$18M 0.22%
33,898
+142
112
$17.7M 0.22%
351,859
+152,721
113
$17.7M 0.22%
533,477
-53,083
114
$17.4M 0.21%
123,763
+2,871
115
$17.4M 0.21%
185,171
+70,380
116
$16.4M 0.2%
54,850
+1,042
117
$16.4M 0.2%
45,278
-3,784
118
$16M 0.2%
163,565
-1,567
119
$15.7M 0.19%
36,897
-1,567
120
$14.9M 0.18%
65,640
+845
121
$14.9M 0.18%
46,029
+284
122
$14.7M 0.18%
108,975
-9,392
123
$14.5M 0.18%
434,970
-70,915
124
$14.1M 0.17%
316,339
-5,830
125
$13.8M 0.17%
104,244
+2,326
3 4
5
6 7