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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$730K 0.03%
16,889
+8,478
327
$730K 0.03%
+9,458
328
$727K 0.03%
29,113
-3,127
329
$725K 0.03%
+19,227
330
$724K 0.03%
13,706
+468
331
$724K 0.03%
7,988
+747
332
$719K 0.03%
+3,010
333
$717K 0.03%
1,669
+152
334
$715K 0.03%
13,909
-779
335
$710K 0.03%
11,131
+4,425
336
$704K 0.03%
+15,883
337
$704K 0.03%
+10,087
338
$698K 0.02%
+17,159
339
$691K 0.02%
1,576
+138
340
$688K 0.02%
18,104
-5,134
341
$687K 0.02%
+6,855
342
$685K 0.02%
+8,698
343
$683K 0.02%
5,063
-2,884
344
$683K 0.02%
+11,436
345
$683K 0.02%
8,882
+3,390
346
$682K 0.02%
+6,513
347
$680K 0.02%
60,961
+21,853
348
$678K 0.02%
14,265
+1,360
349
$677K 0.02%
+6,227
350
$674K 0.02%
+18,434
12 13
14
15 16