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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.04M 0.04%
+33,304
252
$1.03M 0.04%
24,451
-450
253
$1.03M 0.04%
13,346
-3,135
254
$1.03M 0.04%
43,410
-5,806
255
$1.02M 0.04%
+19,601
256
$1.02M 0.04%
+17,938
257
$1.02M 0.04%
+30,060
258
$1.01M 0.04%
16,287
+1,232
259
$1.01M 0.04%
38,736
+2,835
260
$1.01M 0.04%
+29,719
261
$1M 0.04%
21,623
+464
262
$999K 0.04%
34,030
-16,310
263
$999K 0.04%
25,245
+1,327
264
$998K 0.04%
16,618
-1,558
265
$989K 0.04%
30,767
+1,435
266
$985K 0.04%
+10,758
267
$984K 0.03%
89,685
-6,507
268
$980K 0.03%
14,640
+7,306
269
$978K 0.03%
387,080
-42,330
270
$976K 0.03%
42,866
-10,054
271
$970K 0.03%
+19,692
272
$969K 0.03%
26,259
+14,780
273
$959K 0.03%
+25,768
274
$955K 0.03%
+21,221
275
$954K 0.03%
45,668
+4,800
9 10
11
12 13