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
$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
1
$370M 4.56%
983,547
-38,549
2
$269M 3.31%
1,397,194
-43,154
3
$189M 2.32%
1,108,873
-47,756
4
$162M 1.99%
1,104,129
-44,319
5
$158M 1.94%
455,165
-19,087
6
$150M 1.85%
1,004,874
-54,928
7
$149M 1.84%
1,069,773
-37,872
8
$148M 1.82%
500,890
-21,568
9
$146M 1.8%
2,954,960
-52,240
10
$139M 1.71%
913,516
-25,017
11
$134M 1.65%
1,156,635
-40,032
12
$126M 1.55%
1,255,673
-77,172
13
$124M 1.53%
790,887
-46,053
14
$109M 1.35%
309,107
-7,110
15
$106M 1.31%
473,051
-25,859
16
$105M 1.29%
129,458
-6,411
17
$104M 1.28%
927,320
-59,600
18
$100M 1.24%
1,517,371
-74,359
19
$98.8M 1.22%
637,286
-44,228
20
$98.6M 1.21%
580,683
-26,697
21
$97.5M 1.2%
1,854,714
-893,151
22
$95.1M 1.17%
320,644
-14,608
23
$91.6M 1.13%
1,812,517
-380,784
24
$88.6M 1.09%
812,533
-51,593
25
$86.8M 1.07%
535,500
-15,889
1
2 3 4 5