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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.43M 0.03%
+1,342
302
$1.42M 0.03%
8,248
+420
303
$1.42M 0.03%
48,678
-3,128
304
$1.41M 0.03%
+11,757
305
$1.41M 0.03%
53,596
306
$1.4M 0.03%
+76,606
307
$1.39M 0.03%
37,323
+108
308
$1.39M 0.03%
52,227
+1,493
309
$1.38M 0.03%
6,103
+776
310
$1.38M 0.03%
12,809
+772
311
$1.35M 0.03%
+12,184
312
$1.34M 0.03%
16,643
-2,652
313
$1.33M 0.03%
65,288
314
$1.33M 0.03%
33,420
+3,834
315
$1.31M 0.03%
31,541
+1,408
316
$1.31M 0.03%
119,046
-894
317
$1.31M 0.03%
24,297
+1,857
318
$1.31M 0.03%
29,971
+6,458
319
$1.31M 0.03%
56,392
+3,857
320
$1.29M 0.03%
53,682
+5,795
321
$1.27M 0.03%
20,615
322
$1.27M 0.03%
70,794
-13,041
323
$1.26M 0.03%
46,665
-11,542
324
$1.26M 0.03%
+59,781
325
$1.25M 0.03%
+48,038
11 12
13
14 15