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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.3M 0.04%
+33,355
227
$1.29M 0.04%
14,519
+2,561
228
$1.29M 0.04%
154,086
+143,616
229
$1.28M 0.04%
49,208
+18,884
230
$1.28M 0.04%
29,230
+404
231
$1.26M 0.04%
19,232
+1,719
232
$1.26M 0.04%
15,965
+4,413
233
$1.25M 0.04%
36,959
+25,545
234
$1.24M 0.04%
+10,239
235
$1.24M 0.04%
+97,294
236
$1.24M 0.04%
63,144
+600
237
$1.23M 0.04%
42,598
+2,143
238
$1.22M 0.04%
47,873
-3,077
239
$1.2M 0.04%
61,111
+2,227
240
$1.2M 0.04%
106,469
+3,660
241
$1.19M 0.04%
14,435
-6,475
242
$1.19M 0.04%
+30,062
243
$1.18M 0.04%
84,564
+16,775
244
$1.18M 0.04%
12,027
+810
245
$1.18M 0.04%
88,424
+40,740
246
$1.17M 0.04%
32,452
-2,743
247
$1.17M 0.04%
17,028
-208
248
$1.16M 0.04%
35,147
249
$1.16M 0.04%
34,823
+2,235
250
$1.15M 0.04%
40,966
+686
8 9
10
11 12