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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.79M 0.04%
55,930
-1,183
302
$1.79M 0.04%
25,539
+3,528
303
$1.79M 0.04%
109,106
304
$1.78M 0.04%
14,860
-70
305
$1.77M 0.04%
+5,741
306
$1.77M 0.04%
104,148
307
$1.75M 0.04%
+5,084
308
$1.75M 0.04%
+32,637
309
$1.74M 0.04%
90,687
-2,204
310
$1.72M 0.04%
13,803
+581
311
$1.72M 0.04%
76,020
+146
312
$1.71M 0.04%
+27,562
313
$1.71M 0.04%
45,274
+1,806
314
$1.71M 0.04%
+83,244
315
$1.7M 0.04%
141,947
316
$1.7M 0.04%
46,793
-773
317
$1.66M 0.04%
45,172
+724
318
$1.65M 0.04%
28,098
+727
319
$1.65M 0.04%
54,022
-11
320
$1.65M 0.04%
38,214
+977
321
$1.63M 0.04%
17,247
+1,750
322
$1.62M 0.04%
+20,682
323
$1.62M 0.04%
20,018
+243
324
$1.61M 0.03%
+46,232
325
$1.6M 0.03%
7,365
+418
11 12
13
14 15