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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.32M 0.04%
111,693
+2,701
277
$1.31M 0.04%
17,711
-7,657
278
$1.31M 0.04%
100,217
+553
279
$1.31M 0.04%
37,082
-1,361
280
$1.3M 0.04%
159,707
-102,471
281
$1.3M 0.04%
15,263
+1,780
282
$1.29M 0.04%
21,066
+37
283
$1.26M 0.04%
25,755
-7,873
284
$1.26M 0.04%
+53,244
285
$1.25M 0.04%
4,924
-1,263
286
$1.25M 0.04%
+59,736
287
$1.24M 0.04%
188,209
-2,453
288
$1.24M 0.04%
75,307
+3,029
289
$1.24M 0.04%
+25,351
290
$1.23M 0.04%
40,356
-1,328
291
$1.21M 0.03%
20,443
-4,394
292
$1.2M 0.03%
8,767
-19,777
293
$1.18M 0.03%
46,189
+28,463
294
$1.18M 0.03%
20,417
+6,898
295
$1.18M 0.03%
+27,321
296
$1.17M 0.03%
11,080
-2,647
297
$1.17M 0.03%
71,202
-18,679
298
$1.17M 0.03%
32,255
+5,213
299
$1.16M 0.03%
+12,757
300
$1.16M 0.03%
7,277
+2,115
10 11
12
13 14