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
176
$4.9M 0.09%
24,545
+901
177
$4.9M 0.09%
15,973
+1,342
178
$4.79M 0.09%
+10,115
179
$4.78M 0.09%
94,611
+501
180
$4.76M 0.08%
37,124
-2,707
181
$4.67M 0.08%
4,096
-37
182
$4.51M 0.08%
+78,575
183
$4.49M 0.08%
+26,923
184
$4.34M 0.08%
25,510
+1,467
185
$4.16M 0.07%
+51,625
186
$4.13M 0.07%
31,349
+2,901
187
$4.12M 0.07%
139,280
+8,913
188
$4.07M 0.07%
96,851
+2,619
189
$4.03M 0.07%
+54,868
190
$4.02M 0.07%
87,935
+6,391
191
$3.98M 0.07%
36,969
-5,059
192
$3.94M 0.07%
46,865
+33,894
193
$3.77M 0.07%
+117,467
194
$3.75M 0.07%
14,691
+316
195
$3.75M 0.07%
22,818
-69
196
$3.73M 0.07%
45,199
+26,210
197
$3.71M 0.07%
46,820
+3,665
198
$3.7M 0.07%
51,398
+18,792
199
$3.7M 0.07%
28,236
+97
200
$3.69M 0.07%
41,936
-10,733
6 7
8
9 10