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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$812K 0.03%
47,900
-570,127
302
$808K 0.03%
12,725
-17,314
303
$806K 0.03%
39,759
-56,349
304
$806K 0.03%
24,895
-14,133
305
$799K 0.03%
43,775
+25,375
306
$796K 0.03%
19,237
-3,931
307
$793K 0.03%
22,694
+2,322
308
$793K 0.03%
10,561
-1,745
309
$791K 0.03%
+15,898
310
$790K 0.03%
+57,551
311
$785K 0.03%
+10,048
312
$782K 0.03%
24,047
-13,493
313
$771K 0.03%
10,230
-273
314
$761K 0.03%
+16,754
315
$761K 0.03%
20,985
-11,034
316
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17,651
-6,357
317
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22,323
+2,214
318
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14,255
-1,500
319
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14,519
+7,454
320
$751K 0.03%
14,567
+5,348
321
$746K 0.03%
63,765
-3,576
322
$740K 0.03%
+35,772
323
$740K 0.03%
38,032
-2,137
324
$736K 0.03%
61,120
+4,704
325
$732K 0.03%
31,366
-1,759
11 12
13
14 15