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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$858K 0.03%
14,916
+5,846
302
$858K 0.03%
20,497
-702
303
$857K 0.03%
27,876
+6,868
304
$844K 0.03%
16,989
+1,863
305
$828K 0.03%
15,250
-9,052
306
$823K 0.03%
37,709
-7,853
307
$813K 0.03%
27,284
+880
308
$803K 0.03%
38,918
+436
309
$798K 0.03%
23,554
+1,320
310
$797K 0.03%
24,013
+3,213
311
$783K 0.03%
11,330
+5,227
312
$777K 0.03%
19,880
-6,610
313
$769K 0.02%
+26,725
314
$768K 0.02%
+8,514
315
$761K 0.02%
+25,062
316
$761K 0.02%
12,228
+1,080
317
$753K 0.02%
12,295
-8,955
318
$747K 0.02%
14,189
-5,943
319
$743K 0.02%
13,606
+7,334
320
$742K 0.02%
+39,528
321
$739K 0.02%
20,782
-172
322
$738K 0.02%
26,461
323
$734K 0.02%
23,999
+566
324
$730K 0.02%
15,648
-351
325
$728K 0.02%
+88,394
11 12
13
14 15