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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.23M 0.04%
39,310
-16,434
227
$1.22M 0.04%
20,597
+7,157
228
$1.19M 0.04%
35,766
-13,292
229
$1.19M 0.04%
+23,509
230
$1.19M 0.04%
+65,935
231
$1.18M 0.04%
6,038
+507
232
$1.18M 0.04%
+42,172
233
$1.17M 0.04%
+12,327
234
$1.16M 0.04%
14,346
+8,528
235
$1.15M 0.04%
65,331
+6,488
236
$1.14M 0.04%
30,926
-7,474
237
$1.13M 0.04%
29,136
+19,024
238
$1.12M 0.04%
17,748
+10,949
239
$1.11M 0.04%
14,530
+544
240
$1.1M 0.04%
63,881
-48,379
241
$1.09M 0.04%
22,967
+1,590
242
$1.08M 0.04%
+23,026
243
$1.07M 0.04%
+33,512
244
$1.07M 0.04%
41,969
+28,318
245
$1.06M 0.04%
12,624
-1,851
246
$1.06M 0.04%
+115,716
247
$1.06M 0.04%
67,140
+26,816
248
$1.06M 0.04%
+41,428
249
$1.05M 0.04%
21,716
+10,444
250
$1.04M 0.04%
38,399
+3,545
8 9
10
11 12