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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.75M 0.04%
14,490
+302
252
$1.74M 0.04%
49,932
-4,557
253
$1.74M 0.04%
+90,258
254
$1.71M 0.04%
36,431
+16,939
255
$1.7M 0.04%
18,559
+976
256
$1.68M 0.04%
31,482
+5,727
257
$1.68M 0.04%
43,077
+7,268
258
$1.63M 0.04%
33,947
+15,064
259
$1.63M 0.04%
+70,060
260
$1.63M 0.04%
22,182
+9,161
261
$1.63M 0.04%
70,593
-6,329
262
$1.63M 0.04%
203,466
+139,709
263
$1.63M 0.04%
37,302
-1,697
264
$1.62M 0.04%
87,347
+7,853
265
$1.6M 0.04%
+758
266
$1.58M 0.04%
20,049
-427
267
$1.58M 0.04%
+20,249
268
$1.57M 0.04%
32,031
+6,680
269
$1.57M 0.04%
42,835
+2,059
270
$1.57M 0.04%
39,129
+467
271
$1.56M 0.04%
34,929
+29,339
272
$1.56M 0.04%
37,180
+10,902
273
$1.56M 0.04%
+55,484
274
$1.55M 0.04%
+46,434
275
$1.55M 0.04%
36,956
+12,506
9 10
11
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