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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$997K 0.03%
21,084
+3,297
277
$995K 0.03%
23,708
+10,455
278
$962K 0.03%
+16,866
279
$955K 0.03%
+28,534
280
$950K 0.03%
58,619
-5,015
281
$945K 0.03%
34,444
-19,639
282
$940K 0.03%
+46,043
283
$934K 0.03%
+12,067
284
$926K 0.03%
+21,683
285
$925K 0.03%
25,495
+600
286
$923K 0.03%
12,694
-10,659
287
$920K 0.03%
8,613
-4,554
288
$915K 0.03%
5,746
+163
289
$911K 0.03%
14,920
+7,176
290
$910K 0.03%
+8,296
291
$909K 0.03%
52,390
-15,853
292
$904K 0.03%
39,201
-1,251
293
$899K 0.03%
15,141
-7,658
294
$878K 0.03%
2,455
-812
295
$870K 0.03%
112,145
296
$868K 0.03%
+17,706
297
$866K 0.03%
12,266
-918
298
$864K 0.03%
15,738
+533
299
$863K 0.03%
9,889
+849
300
$859K 0.03%
24,525
+2,415
10 11
12
13 14