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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 13.83%
3 Industrials 11.98%
4 Healthcare 11.68%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.55M 0.04%
+55,536
277
$1.54M 0.04%
88,538
+1,191
278
$1.53M 0.04%
5,327
+94
279
$1.52M 0.04%
+17,556
280
$1.52M 0.04%
66,141
-4,452
281
$1.52M 0.04%
15,039
+1,918
282
$1.51M 0.04%
70,990
+31,164
283
$1.5M 0.04%
36,161
-6,144
284
$1.49M 0.04%
35,133
-399
285
$1.49M 0.04%
+22,096
286
$1.47M 0.04%
18,745
+684
287
$1.46M 0.04%
9,162
+1,278
288
$1.45M 0.04%
116,913
-75,504
289
$1.42M 0.04%
9,463
+377
290
$1.41M 0.04%
+6,189
291
$1.41M 0.03%
7,828
-1,503
292
$1.4M 0.03%
58,207
+12,006
293
$1.39M 0.03%
19,218
-831
294
$1.39M 0.03%
59,509
-2,475
295
$1.39M 0.03%
83,835
+18,815
296
$1.38M 0.03%
31,352
+1,088
297
$1.37M 0.03%
+60,927
298
$1.37M 0.03%
55,850
+8,868
299
$1.36M 0.03%
17,443
+1,276
300
$1.36M 0.03%
51,806
+11,781
10 11
12
13 14