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
151
$8.05M 0.11%
35,467
+34,452
152
$7.96M 0.11%
181,956
+3,476
153
$7.81M 0.11%
145,480
+8,075
154
$7.64M 0.11%
64,522
+57,128
155
$7.54M 0.1%
+28,915
156
$7.51M 0.1%
80,826
+3,689
157
$7.43M 0.1%
38,824
+2,288
158
$7.43M 0.1%
89,767
+4,274
159
$7.4M 0.1%
53,953
-5,653
160
$7.25M 0.1%
15,349
+576
161
$6.79M 0.09%
+117,521
162
$6.68M 0.09%
258,050
+3,885
163
$6.67M 0.09%
+107,836
164
$6.62M 0.09%
+37,691
165
$6.54M 0.09%
37,454
+917
166
$6.44M 0.09%
46,451
+4,960
167
$6.4M 0.09%
30,179
+8,122
168
$6.09M 0.08%
46,297
+416
169
$6.04M 0.08%
36,263
+9,220
170
$6M 0.08%
53,786
+2,860
171
$5.96M 0.08%
51,306
+10,233
172
$5.79M 0.08%
53,718
-682
173
$5.79M 0.08%
52,258
+1,659
174
$5.79M 0.08%
26,980
+3,600
175
$5.75M 0.08%
39,387
+1,676
5 6
7
8 9