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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.82M 0.05%
50,385
-4,520
227
$1.79M 0.05%
+18,173
228
$1.79M 0.05%
13,207
+5,539
229
$1.76M 0.05%
35,382
-119,526
230
$1.74M 0.05%
78,293
-60,843
231
$1.71M 0.05%
30,198
-16,912
232
$1.7M 0.05%
14,037
-3,159
233
$1.7M 0.05%
43,351
-6,481
234
$1.69M 0.05%
5,849
+135
235
$1.68M 0.05%
26,604
+9,161
236
$1.68M 0.05%
46,990
-1,512
237
$1.67M 0.05%
59,217
-2,002
238
$1.66M 0.05%
70,668
-3,235
239
$1.65M 0.05%
23,960
+3,318
240
$1.64M 0.05%
+59,558
241
$1.63M 0.05%
40,814
-9,991
242
$1.62M 0.05%
42,697
-2,475
243
$1.62M 0.05%
+33,863
244
$1.61M 0.05%
53,542
+334
245
$1.59M 0.04%
33,628
-77,679
246
$1.58M 0.04%
+140,745
247
$1.58M 0.04%
+30,392
248
$1.57M 0.04%
16,657
+605
249
$1.56M 0.04%
42,328
-3,062
250
$1.56M 0.04%
+62,360
8 9
10
11 12