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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.55M 0.04%
322,647
+118,202
277
$1.55M 0.04%
+16,214
278
$1.54M 0.04%
44,903
-4,069
279
$1.52M 0.04%
+18,904
280
$1.5M 0.04%
+38,407
281
$1.5M 0.04%
24,088
+11,774
282
$1.5M 0.04%
14,959
+4,332
283
$1.49M 0.04%
5,233
+309
284
$1.47M 0.04%
61,984
+24,034
285
$1.46M 0.04%
11,668
+588
286
$1.44M 0.04%
18,061
+6,487
287
$1.42M 0.04%
35,532
-1,550
288
$1.4M 0.04%
+16,971
289
$1.36M 0.03%
46,488
-3,356
290
$1.36M 0.03%
30,706
-1,540
291
$1.35M 0.03%
15,779
+3,814
292
$1.35M 0.03%
32,445
-6,731
293
$1.34M 0.03%
40,002
-3,715
294
$1.34M 0.03%
64,819
+2,895
295
$1.34M 0.03%
22,199
+8,197
296
$1.33M 0.03%
19,375
-728
297
$1.31M 0.03%
+33,483
298
$1.31M 0.03%
9,331
-457
299
$1.3M 0.03%
+25,086
300
$1.3M 0.03%
12,736
+431
10 11
12
13 14