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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.33M 0.04%
+53,329
277
$1.32M 0.04%
21,418
+1,011
278
$1.3M 0.04%
34,464
-2,472
279
$1.3M 0.04%
17,709
+2,432
280
$1.3M 0.04%
58,152
-9,638
281
$1.27M 0.04%
+11,254
282
$1.27M 0.04%
46,620
-2,931
283
$1.25M 0.04%
21,015
+2,768
284
$1.25M 0.04%
20,771
-1,744
285
$1.24M 0.04%
+34,733
286
$1.24M 0.03%
24,837
+1,352
287
$1.23M 0.03%
46,709
-4,117
288
$1.23M 0.03%
13,151
+10,554
289
$1.22M 0.03%
+10,906
290
$1.22M 0.03%
11,134
-891
291
$1.22M 0.03%
+71,726
292
$1.21M 0.03%
41,341
-10,845
293
$1.21M 0.03%
16,762
-2,325
294
$1.2M 0.03%
38,280
-2,805
295
$1.2M 0.03%
12,485
-853
296
$1.2M 0.03%
32,990
-9,776
297
$1.2M 0.03%
27,042
+5,053
298
$1.19M 0.03%
11,736
-382
299
$1.19M 0.03%
53,134
+1,233
300
$1.18M 0.03%
20,210
-1,315
10 11
12
13 14