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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 14.52%
3 Industrials 11.9%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.15M 0.05%
114,638
-2,205
227
$2.15M 0.05%
50,100
-3,286
228
$2.12M 0.05%
+134,929
229
$2.11M 0.05%
49,794
-12,425
230
$2.11M 0.05%
185,211
-32,176
231
$2.11M 0.05%
54,912
+2,525
232
$2.1M 0.05%
12,601
-485
233
$2.1M 0.05%
106,562
-19,170
234
$2.05M 0.05%
+39,998
235
$2.05M 0.05%
63,960
-16,055
236
$2.04M 0.05%
192,417
+126,705
237
$2.02M 0.05%
+31,244
238
$1.96M 0.05%
3,193
+183
239
$1.94M 0.05%
28,252
+7,809
240
$1.94M 0.05%
60,790
+20,434
241
$1.93M 0.05%
74,954
+13,831
242
$1.93M 0.05%
37,760
+7,415
243
$1.92M 0.05%
31,167
+21,683
244
$1.92M 0.05%
+33,089
245
$1.91M 0.05%
26,595
+8,968
246
$1.89M 0.05%
20,297
+7,560
247
$1.86M 0.05%
+108,891
248
$1.79M 0.05%
23,926
-2,173
249
$1.77M 0.05%
61,259
+8,015
250
$1.76M 0.04%
145,670
+81,771
8 9
10
11 12