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
126
$12.5M 0.17%
379,665
+16,900
127
$12.4M 0.17%
120,104
+50,892
128
$12.4M 0.17%
46,246
+3,642
129
$12.2M 0.17%
149,873
+13,237
130
$12.1M 0.17%
33,885
+7,564
131
$11.8M 0.16%
60,528
+480
132
$11.6M 0.16%
214,960
+17,940
133
$11.5M 0.16%
274,996
-236
134
$11.5M 0.16%
357,091
+15,229
135
$11.2M 0.16%
313,204
+14,292
136
$11.2M 0.15%
128,035
-14,933
137
$10.6M 0.15%
86,162
+48,087
138
$10.1M 0.14%
49,942
+4,739
139
$9.99M 0.14%
286,108
+24,021
140
$9.88M 0.14%
214,184
-393,439
141
$9.82M 0.14%
86,000
+65,279
142
$9.67M 0.13%
13,843
+1,099
143
$9.19M 0.13%
118,456
+8,489
144
$9.13M 0.13%
28,730
+515
145
$8.78M 0.12%
112,459
+22,980
146
$8.75M 0.12%
77,689
+3,188
147
$8.45M 0.12%
+214,606
148
$8.32M 0.12%
+77,695
149
$8.31M 0.12%
107,369
+9,836
150
$8.26M 0.11%
29,498
+1,752
4 5
6
7 8