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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$943K 0.03%
+112,145
277
$932K 0.03%
+36,448
278
$928K 0.03%
19,536
+13,432
279
$928K 0.03%
25,480
+10,036
280
$917K 0.03%
55,436
+7,302
281
$916K 0.03%
12,610
+639
282
$908K 0.03%
10,163
-283
283
$895K 0.03%
5,653
+19
284
$888K 0.03%
37,331
+5,756
285
$875K 0.03%
35,834
+2,504
286
$874K 0.03%
60,094
-25,976
287
$873K 0.03%
22,935
-1,346
288
$869K 0.03%
34,439
-1,925
289
$865K 0.03%
+19,455
290
$860K 0.03%
20,661
+996
291
$858K 0.03%
29,500
-16,100
292
$856K 0.03%
10,932
+802
293
$846K 0.03%
6,065
-3,950
294
$843K 0.03%
48,051
-30,322
295
$838K 0.03%
20,487
-4,146
296
$828K 0.03%
15,870
+5,098
297
$825K 0.03%
7,790
+1,918
298
$823K 0.03%
53,247
-33,044
299
$820K 0.03%
23,066
-5,613
300
$813K 0.03%
56,762
+25,179
10 11
12
13 14