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
151
$6.52M 0.12%
24,561
-567
152
$6.43M 0.11%
255,164
+12,728
153
$6.4M 0.11%
122,750
+9,630
154
$6.4M 0.11%
96,792
+15,835
155
$6.39M 0.11%
13,440
-466
156
$6.35M 0.11%
22,537
-4,682
157
$6.24M 0.11%
36,336
-615
158
$6.21M 0.11%
284,133
+4,121
159
$6.09M 0.11%
135,689
+5,323
160
$6.01M 0.11%
67,400
+3,864
161
$5.91M 0.11%
+31,383
162
$5.88M 0.1%
350,647
+22,993
163
$5.79M 0.1%
13,991
+992
164
$5.7M 0.1%
29,216
+20,496
165
$5.53M 0.1%
46,150
+6,696
166
$5.5M 0.1%
69,836
-1,180
167
$5.44M 0.1%
+71,776
168
$5.31M 0.09%
36,955
+1,146
169
$5.28M 0.09%
168,713
-24,201
170
$5.28M 0.09%
37,240
+465
171
$5.15M 0.09%
235,890
+35,733
172
$5.11M 0.09%
98,210
+4,360
173
$5.05M 0.09%
38,083
-23,963
174
$5.01M 0.09%
61,751
+2,977
175
$4.91M 0.09%
41,275
+952
5 6
7
8 9