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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.67M 0.06%
36,650
+2,397
227
$2.66M 0.06%
25,235
+1,045
228
$2.66M 0.06%
+58,404
229
$2.65M 0.06%
120,026
+24,354
230
$2.64M 0.06%
+62,558
231
$2.63M 0.06%
+82,053
232
$2.56M 0.06%
+154,712
233
$2.56M 0.06%
123,081
-2,666
234
$2.56M 0.06%
49,879
-301
235
$2.55M 0.06%
83,274
-58,317
236
$2.54M 0.06%
321,770
-325,844
237
$2.49M 0.05%
516,736
-30,694
238
$2.47M 0.05%
46,264
+3,138
239
$2.46M 0.05%
113,381
+7,773
240
$2.45M 0.05%
133,925
+3,617
241
$2.44M 0.05%
94,175
+2,459
242
$2.42M 0.05%
12,939
+183
243
$2.38M 0.05%
14,973
+2,370
244
$2.35M 0.05%
24,107
+1,739
245
$2.31M 0.05%
28,628
-700
246
$2.31M 0.05%
64,438
-3,577
247
$2.31M 0.05%
79,810
+518
248
$2.3M 0.05%
43,604
+1,464
249
$2.26M 0.05%
38,444
-931
250
$2.25M 0.05%
+61,538
8 9
10
11 12