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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.98M 0.05%
106,562
252
$1.97M 0.05%
70,596
-5,482
253
$1.97M 0.05%
68,862
254
$1.96M 0.05%
+142,532
255
$1.96M 0.05%
+34,617
256
$1.95M 0.05%
10,447
+984
257
$1.94M 0.05%
72,255
+9,134
258
$1.94M 0.05%
81,191
259
$1.9M 0.04%
+33,623
260
$1.9M 0.04%
37,466
+1,992
261
$1.88M 0.04%
+23,319
262
$1.87M 0.04%
25,355
+3,259
263
$1.87M 0.04%
55,657
+271
264
$1.85M 0.04%
73,408
+2,320
265
$1.84M 0.04%
21,331
-3,040
266
$1.78M 0.04%
37,081
+3,849
267
$1.77M 0.04%
12,701
-92
268
$1.75M 0.04%
9,977
+276
269
$1.74M 0.04%
21,648
-1,169
270
$1.74M 0.04%
20,050
+733
271
$1.74M 0.04%
+52,341
272
$1.71M 0.04%
16,171
-43,333
273
$1.71M 0.04%
73,144
+2,154
274
$1.71M 0.04%
63,902
+3,762
275
$1.68M 0.04%
38,250
+6,474
9 10
11
12 13