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
151
$9.25M 0.11%
360,877
+316,609
152
$9.12M 0.11%
61,552
+521
153
$8.84M 0.11%
238,961
-982
154
$8.61M 0.11%
155,280
-60,455
155
$8.56M 0.11%
70,300
-501
156
$8.46M 0.1%
27,902
+17,343
157
$8.39M 0.1%
90,486
+428
158
$8.22M 0.1%
43,197
+1,059
159
$8.07M 0.1%
47,794
-2,846
160
$7.95M 0.1%
168,522
+231
161
$7.84M 0.1%
23,225
-1,390
162
$7.69M 0.09%
234,086
+18,581
163
$7.51M 0.09%
+44,548
164
$7.49M 0.09%
412,746
-29,785
165
$7.38M 0.09%
103,230
-6,182
166
$7.27M 0.09%
15,692
-14,404
167
$7.15M 0.09%
51,696
-2,475
168
$6.86M 0.08%
37,696
-1,657
169
$6.75M 0.08%
+236,134
170
$6.71M 0.08%
18,811
+78
171
$6.58M 0.08%
151,791
-1,998
172
$6.44M 0.08%
40,249
-9,645
173
$6.24M 0.08%
23,716
+10
174
$6.18M 0.08%
71,340
-10,447
175
$6.02M 0.07%
21,997
+13,042
5 6
7
8 9