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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$911K 0.03%
6,687
+622
277
$908K 0.03%
116,597
-19,343
278
$900K 0.03%
+10,324
279
$900K 0.03%
+67,789
280
$897K 0.03%
66,980
+6,886
281
$888K 0.03%
+13,382
282
$887K 0.03%
27,253
+4,559
283
$879K 0.03%
34,881
+3,955
284
$869K 0.03%
+13,184
285
$868K 0.03%
51,771
+32,818
286
$866K 0.03%
20,954
-12,175
287
$865K 0.03%
20,778
+117
288
$865K 0.03%
15,229
+4,520
289
$856K 0.03%
26,490
+1,010
290
$853K 0.03%
8,695
+905
291
$852K 0.03%
21,199
+1,962
292
$846K 0.03%
+11,182
293
$840K 0.03%
26,056
-9,710
294
$837K 0.03%
72,510
+7,370
295
$826K 0.03%
17,112
-10,698
296
$811K 0.03%
23,435
+500
297
$809K 0.03%
24,895
+2,572
298
$803K 0.03%
+17,787
299
$802K 0.03%
40,280
+16,596
300
$794K 0.03%
39,824
-2,145
10 11
12
13 14