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
176
$5.95M 0.07%
128,279
+5,184
177
$5.86M 0.07%
+98,540
178
$5.85M 0.07%
14,287
+4,479
179
$5.66M 0.07%
33,149
-2,806
180
$5.6M 0.07%
117,006
+136
181
$5.45M 0.07%
70,154
+50,766
182
$5.45M 0.07%
50,584
-6,844
183
$5.42M 0.07%
+77,223
184
$5.41M 0.07%
21,195
+315
185
$5.41M 0.07%
27,262
-1,518
186
$5.13M 0.06%
66,282
-133
187
$5.08M 0.06%
104,929
-10,138
188
$4.95M 0.06%
95,162
+7,804
189
$4.92M 0.06%
29,459
-6,079
190
$4.85M 0.06%
23,629
-697
191
$4.77M 0.06%
17,359
-1,327
192
$4.61M 0.06%
147,695
+127,507
193
$4.61M 0.06%
+135,587
194
$4.43M 0.05%
59,862
-706
195
$4.39M 0.05%
+286,795
196
$4.38M 0.05%
42,609
-16,361
197
$4.36M 0.05%
43,184
-3,915
198
$4.27M 0.05%
+36,497
199
$4.19M 0.05%
30,811
-2,056
200
$4.14M 0.05%
96,147
-7,122
6 7
8
9 10