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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.15M 0.04%
35,085
-6,640
252
$1.15M 0.04%
22,687
-5,703
253
$1.14M 0.04%
+17,918
254
$1.14M 0.04%
21,310
+10,868
255
$1.14M 0.04%
+32,324
256
$1.12M 0.04%
42,718
-8,003
257
$1.11M 0.04%
129,543
+47,718
258
$1.11M 0.04%
22,528
+6,465
259
$1.11M 0.04%
39,965
+12,777
260
$1.11M 0.04%
43,955
-2,501
261
$1.11M 0.04%
33,758
262
$1.1M 0.04%
62,638
+39,879
263
$1.1M 0.04%
+45,323
264
$1.1M 0.04%
314,740
+66,710
265
$1.09M 0.04%
+24,512
266
$1.08M 0.04%
+66,412
267
$1.07M 0.03%
+27,338
268
$1.06M 0.03%
13,094
-995
269
$1.06M 0.03%
32,121
-15,171
270
$1.05M 0.03%
68,951
+3,800
271
$1.03M 0.03%
17,104
-8,755
272
$1.02M 0.03%
75,984
-16,360
273
$1.01M 0.03%
40,151
-3,329
274
$1.01M 0.03%
28,842
+1,113
275
$1M 0.03%
8,724
+29
9 10
11
12 13