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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.29M 0.03%
23,066
+2,218
302
$1.28M 0.03%
38,890
-7,687
303
$1.28M 0.03%
62,252
-17,610
304
$1.28M 0.03%
18,460
+8,528
305
$1.28M 0.03%
225,819
+37,610
306
$1.27M 0.03%
30,264
+2,943
307
$1.26M 0.03%
+7,884
308
$1.26M 0.03%
89,164
+46,026
309
$1.25M 0.03%
12,126
-1,328
310
$1.25M 0.03%
22,280
+5,026
311
$1.24M 0.03%
22,076
+1,334
312
$1.24M 0.03%
+51,365
313
$1.23M 0.03%
+13,121
314
$1.23M 0.03%
22,224
+51
315
$1.22M 0.03%
+18,404
316
$1.22M 0.03%
92,484
-7,733
317
$1.2M 0.03%
+33,274
318
$1.18M 0.03%
+57,048
319
$1.18M 0.03%
40,258
+13,250
320
$1.18M 0.03%
+15,622
321
$1.15M 0.03%
97,651
-8,948
322
$1.15M 0.03%
85,932
+5,585
323
$1.15M 0.03%
46,201
+7,900
324
$1.15M 0.03%
15,342
+740
325
$1.14M 0.03%
12,620
+858
11 12
13
14 15