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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.01M 0.04%
+14,089
252
$1.01M 0.04%
20,132
+7,345
253
$1.01M 0.04%
71,926
+35,798
254
$1.01M 0.04%
40,455
-12,540
255
$1.01M 0.04%
27,729
+2,834
256
$1M 0.03%
19,660
+59
257
$993K 0.03%
24,566
-10,566
258
$988K 0.03%
54,380
-16,016
259
$986K 0.03%
+32,588
260
$977K 0.03%
42,664
+8,225
261
$969K 0.03%
11,217
+1,054
262
$969K 0.03%
11,958
-2,388
263
$969K 0.03%
+15,366
264
$968K 0.03%
+45,562
265
$964K 0.03%
33,937
-93
266
$964K 0.03%
181,895
+82,592
267
$961K 0.03%
+35,147
268
$961K 0.03%
+95,219
269
$950K 0.03%
+33,758
270
$944K 0.03%
+40,452
271
$941K 0.03%
39,858
+4,024
272
$939K 0.03%
58,884
+5,637
273
$928K 0.03%
14,915
+385
274
$923K 0.03%
65,151
+7,600
275
$918K 0.03%
10,587
+1,129
9 10
11
12 13