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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.91M 0.04%
28,950
+2,148
277
$1.91M 0.04%
18,127
+1,468
278
$1.91M 0.04%
36,188
-6,593
279
$1.91M 0.04%
681
-21
280
$1.89M 0.04%
42,747
+2,002
281
$1.88M 0.04%
42,910
+2,018
282
$1.84M 0.04%
+141,947
283
$1.83M 0.04%
101,530
+1,709
284
$1.82M 0.04%
70,511
+1,873
285
$1.81M 0.04%
46,240
+724
286
$1.8M 0.04%
+12,603
287
$1.79M 0.04%
+130,076
288
$1.79M 0.04%
79,703
-39,399
289
$1.77M 0.04%
16,575
+1,448
290
$1.76M 0.04%
+17,906
291
$1.76M 0.04%
55,006
-2,516
292
$1.76M 0.04%
14,930
+6,582
293
$1.75M 0.04%
2,977
-3,020
294
$1.75M 0.04%
14,666
-12,852
295
$1.73M 0.04%
54,033
-64,011
296
$1.73M 0.04%
10,500
-1,467
297
$1.72M 0.04%
11,516
-707
298
$1.72M 0.04%
+75,688
299
$1.72M 0.04%
104,148
-8,270
300
$1.71M 0.04%
37,237
+2,175
10 11
12
13 14