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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.25M 0.05%
24,064
-34,183
252
$2.24M 0.05%
19,230
+1,103
253
$2.23M 0.05%
63,858
-1,653
254
$2.23M 0.05%
29,905
+955
255
$2.21M 0.05%
77,865
256
$2.21M 0.05%
81,194
+2,302
257
$2.19M 0.05%
8,894
+448
258
$2.18M 0.05%
284,434
+268,941
259
$2.16M 0.05%
59,891
260
$2.14M 0.05%
10,751
+532
261
$2.13M 0.05%
16,046
+911
262
$2.13M 0.05%
+63,388
263
$2.13M 0.05%
60,762
-4,770
264
$2.11M 0.05%
710
+29
265
$2.1M 0.05%
80,045
266
$2.1M 0.05%
19,960
-270
267
$2.09M 0.05%
27,389
+227
268
$2.08M 0.05%
44,741
-1,086
269
$2.08M 0.05%
51,000
+1,103
270
$2.08M 0.05%
35,951
+63
271
$2.07M 0.05%
24,511
-5,829
272
$2.06M 0.04%
+61,548
273
$2.06M 0.04%
49,920
+7,173
274
$2.05M 0.04%
19,082
+856
275
$2.01M 0.04%
+41,717
9 10
11
12 13