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
201
$4.01M 0.06%
85,915
+1,260
202
$3.99M 0.06%
26,820
+510
203
$3.96M 0.06%
19,262
-166
204
$3.84M 0.05%
108,191
+3,489
205
$3.82M 0.05%
50,832
+3,916
206
$3.8M 0.05%
+60,752
207
$3.79M 0.05%
125,770
-5,890
208
$3.73M 0.05%
74,279
-516
209
$3.68M 0.05%
59,571
+1,239
210
$3.67M 0.05%
59,023
+42,105
211
$3.61M 0.05%
+8,316
212
$3.6M 0.05%
94,909
+36,786
213
$3.59M 0.05%
13,192
-15,412
214
$3.58M 0.05%
114,240
-105,272
215
$3.55M 0.05%
105,396
-15,091
216
$3.51M 0.05%
+15,765
217
$3.5M 0.05%
+144,923
218
$3.48M 0.05%
1,699
+72
219
$3.45M 0.05%
18,355
+399
220
$3.42M 0.05%
18,644
+1,529
221
$3.37M 0.05%
124,558
+3,724
222
$3.33M 0.05%
+130,554
223
$3.31M 0.05%
+43,111
224
$3.27M 0.05%
19,576
-1,412
225
$3.25M 0.05%
80,912
-12,538
7 8
9
10 11