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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.81M 0.05%
70,081
-10,710
227
$1.78M 0.05%
17,216
+5,480
228
$1.77M 0.05%
14,188
+227
229
$1.77M 0.05%
+80,695
230
$1.76M 0.05%
40,817
+3
231
$1.75M 0.05%
34,306
+443
232
$1.75M 0.05%
+54,907
233
$1.75M 0.05%
22,638
-1,811
234
$1.74M 0.05%
27,144
+5,726
235
$1.73M 0.05%
21,955
-1,245
236
$1.65M 0.05%
76,922
-31,648
237
$1.64M 0.05%
155,214
+51,811
238
$1.64M 0.05%
54,489
-1,120
239
$1.6M 0.05%
20,476
+504
240
$1.6M 0.05%
88,670
-32,700
241
$1.59M 0.05%
+79,494
242
$1.53M 0.04%
14,499
-2,031
243
$1.52M 0.04%
568,160
-655,560
244
$1.5M 0.04%
106,599
+3,397
245
$1.5M 0.04%
13,454
-11,260
246
$1.49M 0.04%
17,583
+481
247
$1.49M 0.04%
109,270
-4,444
248
$1.49M 0.04%
33,946
-405
249
$1.48M 0.04%
61,123
-23,822
250
$1.46M 0.04%
4,092
+1,743
8 9
10
11 12