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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.12M 0.05%
42,140
+3,005
252
$2.11M 0.05%
24,190
+1,486
253
$2.1M 0.05%
87,707
+24,810
254
$2.09M 0.05%
+52,818
255
$2.08M 0.05%
20,230
-31,082
256
$2.08M 0.05%
29,880
-37,728
257
$2.06M 0.05%
16,772
-4,702
258
$2.05M 0.05%
190,517
+73,705
259
$2.05M 0.05%
+76,792
260
$2.05M 0.05%
65,532
-6,819
261
$2.03M 0.05%
18,226
-2,024
262
$2.02M 0.05%
49,897
+2,625
263
$2.02M 0.04%
+105,997
264
$2.01M 0.04%
17,456
-1,294
265
$1.98M 0.04%
+45,827
266
$1.98M 0.04%
95,672
-4,623
267
$1.97M 0.04%
+27,162
268
$1.97M 0.04%
22,368
+1,574
269
$1.97M 0.04%
92,891
-8,554
270
$1.96M 0.04%
10,681
+537
271
$1.95M 0.04%
+49,323
272
$1.92M 0.04%
75,874
+1,401
273
$1.92M 0.04%
30,869
+1,365
274
$1.92M 0.04%
65,511
-10,493
275
$1.91M 0.04%
10,219
+713
9 10
11
12 13