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
126
$9.33M 0.17%
38,101
+15,899
127
$9.25M 0.16%
27,240
-34,088
128
$9.15M 0.16%
64,595
+4,352
129
$9.1M 0.16%
120,333
+6,877
130
$9.01M 0.16%
106,847
-1,961
131
$8.96M 0.16%
35,197
+1,552
132
$8.63M 0.15%
75,169
-60,222
133
$8.58M 0.15%
579,233
+199,257
134
$8.54M 0.15%
315,526
+4,704
135
$8.52M 0.15%
39,650
+10,903
136
$8.17M 0.15%
35,980
-33,343
137
$7.98M 0.14%
16,299
+937
138
$7.73M 0.14%
112,809
+682
139
$7.49M 0.13%
117,696
+5,854
140
$7.43M 0.13%
21,073
+2,952
141
$7.31M 0.13%
77,397
-1,052
142
$7.3M 0.13%
22,402
+1,698
143
$7.21M 0.13%
61,455
-1,610
144
$7.21M 0.13%
120,982
-1,098
145
$7.17M 0.13%
37,701
+3,581
146
$7.13M 0.13%
+99,504
147
$6.86M 0.12%
318,373
+2,978
148
$6.86M 0.12%
115,200
-2,640
149
$6.67M 0.12%
97,616
+80,763
150
$6.62M 0.12%
36,024
+20,362
4 5
6
7 8