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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.14M 0.04%
42,846
+4,447
227
$1.13M 0.04%
50,950
+9,522
228
$1.13M 0.04%
17,513
+1,226
229
$1.12M 0.04%
15,343
+7,355
230
$1.11M 0.04%
28,826
-13,762
231
$1.11M 0.04%
5,634
-404
232
$1.11M 0.04%
21,250
-6,370
233
$1.1M 0.04%
+62,544
234
$1.09M 0.04%
102,809
+53,829
235
$1.08M 0.04%
66,028
+93
236
$1.08M 0.04%
+45,886
237
$1.08M 0.04%
+43,480
238
$1.08M 0.04%
17,236
-512
239
$1.06M 0.04%
13,768
+1,158
240
$1.05M 0.04%
29,136
241
$1.05M 0.04%
44,849
+5,090
242
$1.05M 0.04%
26,189
+944
243
$1.05M 0.04%
43,008
+4,272
244
$1.04M 0.04%
36,564
+3,260
245
$1.04M 0.04%
63,634
-247
246
$1.04M 0.04%
51,215
+5,547
247
$1.03M 0.04%
46,456
+28,723
248
$1.03M 0.04%
18,672
+734
249
$1.03M 0.04%
2,453
+877
250
$1.02M 0.04%
66,246
-18,923
8 9
10
11 12