ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
1
$289M 4.02%
938,799
+48,877
2
$214M 2.97%
1,223,683
+126,827
3
$154M 2.14%
945,888
+71,112
4
$145M 2.01%
946,296
+82,575
5
$129M 1.79%
945,970
+142,717
6
$123M 1.71%
694,722
+31,483
7
$122M 1.69%
406,293
-29,182
8
$115M 1.59%
2,313,189
+132,378
9
$109M 1.51%
1,087,876
+43,545
10
$106M 1.47%
634,601
+21,979
11
$105M 1.46%
758,160
+22,620
12
$104M 1.45%
1,872,200
+108,560
13
$104M 1.44%
2,001,280
+91,496
14
$101M 1.4%
623,734
+24,438
15
$101M 1.4%
1,980,000
+211,953
16
$101M 1.4%
617,540
+23,200
17
$97.6M 1.35%
1,182,103
+80,742
18
$95.1M 1.32%
2,619,182
+312,600
19
$94.1M 1.31%
422,383
+22,967
20
$92.8M 1.29%
1,320,821
+64,171
21
$87.4M 1.21%
114,403
+6,221
22
$85.4M 1.19%
723,082
+33,245
23
$84.4M 1.17%
788,028
+62,293
24
$84.4M 1.17%
3,092,420
-138,100
25
$82.6M 1.15%
511,617
+26,236
1
2 3 4 5