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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.85M 0.05%
+60,785
252
$1.83M 0.05%
+37,585
253
$1.79M 0.04%
25,581
+7,121
254
$1.79M 0.04%
22,870
-3,725
255
$1.78M 0.04%
26,645
+2,557
256
$1.78M 0.04%
+55,386
257
$1.78M 0.04%
737
-21
258
$1.77M 0.04%
25,742
+3,666
259
$1.76M 0.04%
19,317
-980
260
$1.74M 0.04%
71,088
+25,266
261
$1.72M 0.04%
+60,140
262
$1.7M 0.04%
35,474
-957
263
$1.7M 0.04%
+76,078
264
$1.69M 0.04%
+9,701
265
$1.67M 0.04%
+28,501
266
$1.67M 0.04%
14,008
-482
267
$1.66M 0.04%
15,376
+5,461
268
$1.63M 0.04%
30,411
-3,536
269
$1.61M 0.04%
22,817
+2,568
270
$1.6M 0.04%
12,793
-6,428
271
$1.59M 0.04%
14,627
-1,152
272
$1.57M 0.04%
+14,939
273
$1.57M 0.04%
63,121
+23,556
274
$1.56M 0.04%
46,664
-46,441
275
$1.56M 0.04%
33,819
-1,110
9 10
11
12 13