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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.54M 0.06%
12,756
-31
227
$2.53M 0.06%
35,888
+256
228
$2.52M 0.06%
47,860
+3,762
229
$2.45M 0.05%
15,135
+1,235
230
$2.43M 0.05%
+55,184
231
$2.38M 0.05%
74,779
+3,343
232
$2.36M 0.05%
39,375
-3,575
233
$2.35M 0.05%
15,533
-861
234
$2.34M 0.05%
130,308
+11,305
235
$2.32M 0.05%
39,481
+1,166
236
$2.32M 0.05%
30,737
-25,458
237
$2.27M 0.05%
78,892
+25,144
238
$2.26M 0.05%
+261,568
239
$2.25M 0.05%
43,269
+1,758
240
$2.24M 0.05%
+34,253
241
$2.24M 0.05%
8,929
-38
242
$2.24M 0.05%
24,581
+2,233
243
$2.24M 0.05%
50,180
+8,059
244
$2.21M 0.05%
105,608
+16,881
245
$2.21M 0.05%
62,252
-4,110
246
$2.2M 0.05%
16,548
-413
247
$2.18M 0.05%
43,126
+3,153
248
$2.16M 0.05%
61,892
-25,163
249
$2.16M 0.05%
29,328
+6,856
250
$2.15M 0.05%
38,141
+3,190
8 9
10
11 12