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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$786K 0.03%
24,324
+2,126
302
$785K 0.03%
41,780
+19,893
303
$784K 0.03%
+9,735
304
$780K 0.03%
12,664
-61
305
$773K 0.03%
14,790
+271
306
$773K 0.03%
+32,134
307
$770K 0.03%
10,677
+274
308
$767K 0.03%
36,210
+23,399
309
$757K 0.03%
45,252
-165,935
310
$757K 0.03%
22,110
+1,882
311
$750K 0.03%
13,909
312
$750K 0.03%
10,250
+202
313
$749K 0.03%
18,877
-1,610
314
$744K 0.03%
4,072
+1,742
315
$740K 0.03%
11,552
-4,772
316
$740K 0.03%
+55,550
317
$736K 0.03%
+47,394
318
$730K 0.03%
248,030
-139,050
319
$727K 0.03%
5,583
+520
320
$727K 0.03%
15,205
-6,511
321
$727K 0.03%
112,145
322
$727K 0.03%
+19,280
323
$726K 0.03%
5,710
+3,340
324
$726K 0.03%
1,964
+295
325
$719K 0.03%
40,470
+1,680
11 12
13
14 15