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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2M 0.04%
16,115
-11,699
277
$2M 0.04%
+65,246
278
$1.98M 0.04%
17,612
+1,037
279
$1.98M 0.04%
29,200
-1,537
280
$1.97M 0.04%
45,143
-1,097
281
$1.95M 0.04%
+60,972
282
$1.95M 0.04%
17,218
+670
283
$1.91M 0.04%
41,842
-3,825
284
$1.9M 0.04%
42,531
+6,831
285
$1.89M 0.04%
120,264
+6,644
286
$1.89M 0.04%
+48,626
287
$1.89M 0.04%
24,423
+8,517
288
$1.88M 0.04%
101,430
-100
289
$1.87M 0.04%
+18,730
290
$1.85M 0.04%
+14,332
291
$1.85M 0.04%
129,402
-674
292
$1.85M 0.04%
77,163
+371
293
$1.84M 0.04%
51,049
-2,633
294
$1.83M 0.04%
10,249
-251
295
$1.82M 0.04%
51,886
+3,526
296
$1.82M 0.04%
38,843
+771
297
$1.81M 0.04%
22,424
+1,043
298
$1.8M 0.04%
10,924
+243
299
$1.8M 0.04%
24,012
+3,063
300
$1.79M 0.04%
51,922
+466
10 11
12
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