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
201
$4.1M 0.05%
165,299
+8,076
202
$4.01M 0.05%
63,285
-2,640
203
$3.94M 0.05%
15,267
-1,221
204
$3.91M 0.05%
50,532
-3,168
205
$3.9M 0.05%
19,424
+15,597
206
$3.83M 0.05%
26,558
-2,060
207
$3.81M 0.05%
65,129
-280,168
208
$3.81M 0.05%
35,208
-13,230
209
$3.81M 0.05%
109,363
-1,779
210
$3.76M 0.05%
+19,468
211
$3.74M 0.05%
12,949
-859
212
$3.71M 0.05%
57,769
-10,792
213
$3.69M 0.05%
+260,757
214
$3.69M 0.05%
+38,437
215
$3.63M 0.04%
41,329
-536
216
$3.63M 0.04%
33,267
-2,475
217
$3.61M 0.04%
+529,242
218
$3.55M 0.04%
+24,942
219
$3.54M 0.04%
37,771
-5,001
220
$3.52M 0.04%
52,757
-9,359
221
$3.51M 0.04%
99,529
-8,374
222
$3.48M 0.04%
+70,813
223
$3.47M 0.04%
8,110
-547
224
$3.47M 0.04%
7,686
-428
225
$3.46M 0.04%
99,128
+8,255
7 8
9
10 11