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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.46M 0.04%
38,999
-3,329
252
$1.46M 0.04%
39,176
-14,366
253
$1.45M 0.04%
38,662
-4,035
254
$1.45M 0.04%
+38,998
255
$1.45M 0.04%
+43,717
256
$1.44M 0.04%
42,862
+22,575
257
$1.43M 0.04%
18,788
-8,293
258
$1.43M 0.04%
25,329
-18,022
259
$1.42M 0.04%
+36,488
260
$1.42M 0.04%
10,116
-10,100
261
$1.41M 0.04%
21,175
-8,168
262
$1.4M 0.04%
+46,577
263
$1.39M 0.04%
52,936
+10,731
264
$1.38M 0.04%
49,844
+5,816
265
$1.37M 0.04%
12,305
-180
266
$1.36M 0.04%
75,881
-9,459
267
$1.36M 0.04%
40,776
-565
268
$1.36M 0.04%
21,201
-2,759
269
$1.35M 0.04%
54,047
+913
270
$1.35M 0.04%
+31,411
271
$1.34M 0.04%
9,788
-18,409
272
$1.34M 0.04%
95,051
-52,183
273
$1.34M 0.04%
46,060
-560
274
$1.33M 0.04%
30,345
-12,475
275
$1.33M 0.04%
16,440
-6,957
9 10
11
12 13