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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.56M 0.04%
121,067
-14,363
252
$1.55M 0.04%
103,202
-27,596
253
$1.51M 0.04%
34,351
-3,767
254
$1.51M 0.04%
23,397
-3,832
255
$1.49M 0.04%
+85,340
256
$1.47M 0.04%
55,754
-22,243
257
$1.47M 0.04%
6,187
+516
258
$1.47M 0.04%
12,220
-1,600
259
$1.45M 0.04%
6,716
+3,647
260
$1.44M 0.04%
18,531
+456
261
$1.43M 0.04%
55,609
-30,013
262
$1.41M 0.04%
19,775
+2,561
263
$1.41M 0.04%
55,916
-2,355
264
$1.4M 0.04%
25,279
-1,805
265
$1.4M 0.04%
147,234
+17,852
266
$1.39M 0.04%
+17,102
267
$1.38M 0.04%
+19,972
268
$1.38M 0.04%
+89,881
269
$1.36M 0.04%
21,951
-3,790
270
$1.36M 0.04%
53,223
+6,512
271
$1.36M 0.04%
38,372
+1,196
272
$1.35M 0.04%
12,918
+321
273
$1.35M 0.04%
20,271
+1,180
274
$1.35M 0.04%
+41,684
275
$1.33M 0.04%
48,572
-15,128
9 10
11
12 13