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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 14.47%
3 Healthcare 13.45%
4 Industrials 11.67%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.67M 0.04%
+35,262
277
$1.66M 0.04%
20,000
+2,307
278
$1.66M 0.04%
35,764
+1,945
279
$1.66M 0.04%
9,466
+304
280
$1.65M 0.04%
13,652
-356
281
$1.63M 0.04%
116,913
282
$1.62M 0.04%
77,603
-2,781
283
$1.62M 0.04%
9,611
-6,093
284
$1.6M 0.04%
14,829
+1,736
285
$1.6M 0.04%
26,202
-2,299
286
$1.6M 0.04%
58,475
+2,625
287
$1.59M 0.04%
65,107
288
$1.58M 0.04%
51,745
-666
289
$1.58M 0.04%
6,705
-3,516
290
$1.56M 0.04%
+33,769
291
$1.55M 0.04%
23,963
-16,253
292
$1.53M 0.04%
74,561
+9,763
293
$1.53M 0.04%
+77,274
294
$1.53M 0.04%
19,802
+1,057
295
$1.52M 0.04%
50,169
-73,305
296
$1.51M 0.04%
19,511
+2,935
297
$1.51M 0.04%
30,142
+3,614
298
$1.49M 0.03%
36,895
+1,983
299
$1.45M 0.03%
+50,717
300
$1.45M 0.03%
+9,099
10 11
12
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