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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.35M 0.03%
+20,615
302
$1.35M 0.03%
+65,107
303
$1.34M 0.03%
10,569
-8,739
304
$1.32M 0.03%
13,093
+473
305
$1.32M 0.03%
33,232
+4,451
306
$1.31M 0.03%
31,841
+25,638
307
$1.31M 0.03%
34,912
+1,429
308
$1.3M 0.03%
51,246
-1,954
309
$1.3M 0.03%
+25,724
310
$1.29M 0.03%
+80,384
311
$1.29M 0.03%
40,408
+150
312
$1.28M 0.03%
+28,041
313
$1.28M 0.03%
81,191
+20,109
314
$1.27M 0.03%
30,215
-12,862
315
$1.26M 0.03%
21,907
-317
316
$1.25M 0.03%
19,295
-80
317
$1.25M 0.03%
83,202
+2,252
318
$1.24M 0.03%
52,535
+557
319
$1.23M 0.03%
50,734
+14,470
320
$1.23M 0.03%
25,550
+2,484
321
$1.23M 0.03%
+8,714
322
$1.23M 0.03%
56,360
+4,995
323
$1.23M 0.03%
+14,571
324
$1.23M 0.03%
+53,596
325
$1.22M 0.03%
11,716
+2,095
11 12
13
14 15