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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.71M 0.04%
21,381
-11,799
302
$1.7M 0.04%
43,468
+13,908
303
$1.7M 0.04%
+113,620
304
$1.7M 0.04%
9,908
+829
305
$1.69M 0.04%
80,045
-10,000
306
$1.69M 0.04%
9,795
+846
307
$1.68M 0.04%
41,940
+2,836
308
$1.68M 0.04%
72,466
-8,356
309
$1.67M 0.04%
28,381
+317
310
$1.66M 0.04%
24,566
-159,335
311
$1.66M 0.04%
+38,072
312
$1.65M 0.04%
12,187
-704
313
$1.65M 0.04%
59,926
-8,052
314
$1.64M 0.04%
35,832
+1,321
315
$1.64M 0.04%
8,446
-16,880
316
$1.63M 0.04%
59,891
-6,303
317
$1.6M 0.04%
+28,856
318
$1.58M 0.04%
53,682
-1,386
319
$1.57M 0.03%
26,302
+2,478
320
$1.55M 0.03%
77,865
-5,533
321
$1.55M 0.03%
109,106
-3,036
322
$1.54M 0.03%
173,819
-23,611
323
$1.54M 0.03%
+15,409
324
$1.54M 0.03%
+10,218
325
$1.53M 0.03%
51,456
+2,671
11 12
13
14 15