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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$722K 0.02%
18,644
+2,271
327
$712K 0.02%
+36,585
328
$710K 0.02%
19,396
-1,890
329
$709K 0.02%
32,492
+17,924
330
$709K 0.02%
19,321
-2,196
331
$703K 0.02%
10,123
+5,548
332
$702K 0.02%
21,973
-13,735
333
$701K 0.02%
22,468
+11,000
334
$692K 0.02%
10,527
+5,674
335
$689K 0.02%
41,510
-31,000
336
$686K 0.02%
11,691
+78
337
$685K 0.02%
+15,615
338
$681K 0.02%
18,656
+2,761
339
$681K 0.02%
33,760
-5,525
340
$678K 0.02%
47,608
+3,830
341
$678K 0.02%
3,665
-129
342
$677K 0.02%
15,961
+6,763
343
$666K 0.02%
13,540
-258,875
344
$665K 0.02%
12,371
+7,912
345
$665K 0.02%
12,024
346
$662K 0.02%
11,580
+1,769
347
$658K 0.02%
7,810
+315
348
$657K 0.02%
10,639
-1,873
349
$652K 0.02%
34,464
350
$649K 0.02%
+4,242
12 13
14
15 16