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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.31M 0.05%
26,787
+69
227
$2.31M 0.05%
+77,224
228
$2.31M 0.05%
104,786
-3,214
229
$2.25M 0.05%
116,717
-1,278
230
$2.24M 0.05%
32,298
+341
231
$2.24M 0.05%
13,318
+720
232
$2.24M 0.05%
76,626
+39,786
233
$2.22M 0.05%
42,322
+2,963
234
$2.2M 0.05%
46,699
+15,347
235
$2.18M 0.05%
765
+28
236
$2.18M 0.05%
98,912
-18,465
237
$2.17M 0.05%
52,254
+43
238
$2.16M 0.05%
29,134
+3,553
239
$2.14M 0.05%
23,576
+706
240
$2.13M 0.05%
+65,442
241
$2.12M 0.05%
32,815
+24,965
242
$2.08M 0.05%
40,839
+12,798
243
$2.07M 0.05%
+70,988
244
$2.07M 0.05%
31,568
-842
245
$2.06M 0.05%
23,403
+8,832
246
$2.05M 0.05%
16,440
+721
247
$2.03M 0.05%
17,678
+2,302
248
$2M 0.05%
38,809
+3,676
249
$1.99M 0.05%
20,957
+1,216
250
$1.98M 0.05%
34,131
+3,720
8 9
10
11 12