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
126
$13.7M 0.17%
205,565
-3,003
127
$13.6M 0.17%
125,365
+406
128
$13.3M 0.16%
360,665
+180,945
129
$13.2M 0.16%
42,375
-868
130
$13M 0.16%
18,431
-723
131
$12.6M 0.16%
21,127
-149
132
$12.6M 0.16%
34,725
+189
133
$12.4M 0.15%
86,239
+672
134
$12.4M 0.15%
204,077
-3,231
135
$12.2M 0.15%
506,226
-3,726
136
$11.8M 0.15%
23,126
-1,405
137
$11.7M 0.14%
198,164
-9,708
138
$11.5M 0.14%
44,182
-1,310
139
$11.3M 0.14%
317,582
+1,546
140
$11.2M 0.14%
124,471
-44,672
141
$11.1M 0.14%
117,863
+28
142
$10.9M 0.13%
226,482
+84,972
143
$10.8M 0.13%
437,354
-2,393
144
$10.7M 0.13%
45,937
-672
145
$10.5M 0.13%
149,379
+13,502
146
$10.3M 0.13%
92,799
-77,467
147
$10.2M 0.13%
+101,479
148
$10.1M 0.12%
41,320
+18,789
149
$9.75M 0.12%
187,314
-447
150
$9.37M 0.12%
+77,179
4 5
6
7 8