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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.17M 0.03%
+11,108
302
$1.16M 0.03%
91,591
+7,441
303
$1.16M 0.03%
65,533
+1,545
304
$1.15M 0.03%
38,443
-62,716
305
$1.15M 0.03%
13,483
-80
306
$1.14M 0.03%
39,286
+943
307
$1.13M 0.03%
+113,714
308
$1.13M 0.03%
52,073
-3,584
309
$1.12M 0.03%
96,567
+1,035
310
$1.12M 0.03%
20,637
+792
311
$1.12M 0.03%
+23,649
312
$1.1M 0.03%
21,029
+2,116
313
$1.09M 0.03%
+41,156
314
$1.09M 0.03%
+54,223
315
$1.08M 0.03%
4,071
+776
316
$1.08M 0.03%
+13,727
317
$1.07M 0.03%
42,584
-1,440
318
$1.07M 0.03%
+7,021
319
$1.06M 0.03%
16,454
-548
320
$1.06M 0.03%
4,117
+174
321
$1.06M 0.03%
27,160
+11,288
322
$1.05M 0.03%
108,409
+4,376
323
$1.04M 0.03%
87,864
+75,629
324
$1.04M 0.03%
+44,028
325
$1.04M 0.03%
125,360
-4,240
11 12
13
14 15