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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$711K 0.02%
+21,286
327
$710K 0.02%
71,877
+25,788
328
$701K 0.02%
9,040
+973
329
$699K 0.02%
11,115
-3,452
330
$689K 0.02%
24,020
+11,573
331
$688K 0.02%
23,433
+2,824
332
$677K 0.02%
35,021
-230,126
333
$676K 0.02%
+85,624
334
$674K 0.02%
38,482
-50,183
335
$671K 0.02%
7,744
+807
336
$669K 0.02%
21,517
-8,543
337
$666K 0.02%
+53,757
338
$663K 0.02%
+16,873
339
$656K 0.02%
7,791
-4,833
340
$652K 0.02%
15,999
+1,468
341
$651K 0.02%
+43,778
342
$650K 0.02%
27,188
-10,143
343
$644K 0.02%
21,428
-9,339
344
$643K 0.02%
24,410
+8,667
345
$640K 0.02%
29,394
+15,808
346
$636K 0.02%
52,926
+5,543
347
$633K 0.02%
22,234
+2,079
348
$630K 0.02%
15,126
+861
349
$630K 0.02%
3,267
+257
350
$630K 0.02%
10,366
+954
12 13
14
15 16