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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.13M 0.05%
+187,450
227
$2.12M 0.05%
12,497
-104
228
$2.11M 0.05%
58,546
-2,244
229
$2.07M 0.05%
52,211
+2,111
230
$2.05M 0.05%
+38,278
231
$2.05M 0.05%
178,863
-6,348
232
$2.04M 0.05%
+12,598
233
$2.03M 0.05%
49,684
-110
234
$2.01M 0.05%
+72,459
235
$2M 0.05%
31,957
+713
236
$1.97M 0.05%
29,242
+990
237
$1.95M 0.05%
3,285
+92
238
$1.95M 0.05%
26,718
-20,455
239
$1.93M 0.05%
63,960
240
$1.92M 0.05%
117,995
+9,104
241
$1.92M 0.05%
106,562
242
$1.91M 0.05%
68,862
-13,178
243
$1.9M 0.05%
55,446
-10,381
244
$1.9M 0.05%
24,371
-45,127
245
$1.89M 0.05%
79,298
+52,979
246
$1.89M 0.05%
32,410
+928
247
$1.88M 0.05%
19,741
+5,295
248
$1.86M 0.05%
46,606
-11,629
249
$1.86M 0.05%
26,227
+22,911
250
$1.85M 0.05%
15,719
+760
8 9
10
11 12