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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.14M 0.03%
32,246
-744
302
$1.14M 0.03%
38,023
+1,762
303
$1.13M 0.03%
22,173
-3,106
304
$1.12M 0.03%
+15,300
305
$1.12M 0.03%
49,850
+7,482
306
$1.1M 0.03%
20,103
+7,553
307
$1.08M 0.03%
35,809
+21,898
308
$1.07M 0.03%
+61,924
309
$1.07M 0.03%
+71,827
310
$1.07M 0.03%
24,816
+3,901
311
$1.06M 0.03%
80,347
-966
312
$1.06M 0.03%
13,150
+953
313
$1.05M 0.03%
10,837
-297
314
$1.05M 0.03%
76,867
-1,083
315
$1.05M 0.03%
+24,367
316
$1.04M 0.03%
17,254
+414
317
$1.04M 0.03%
28,353
+9,070
318
$1.04M 0.03%
+87,838
319
$1.04M 0.03%
12,384
+8,802
320
$1.03M 0.03%
17,627
-7,885
321
$1.03M 0.03%
76,085
+775
322
$1.02M 0.03%
+47,587
323
$1.02M 0.03%
20,742
-29
324
$1.02M 0.03%
7,576
+3,355
325
$1.02M 0.03%
14,358
+141
11 12
13
14 15