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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.03M 0.03%
20,677
+836
327
$1.03M 0.03%
25,512
+1,188
328
$1.03M 0.03%
+262,178
329
$1.01M 0.03%
35,379
-31,328
330
$1M 0.03%
103,403
-5,874
331
$991K 0.03%
190,662
-44,090
332
$980K 0.03%
11,753
+309
333
$977K 0.03%
36,261
-1,226
334
$974K 0.03%
21,837
-5,190
335
$965K 0.03%
14,217
-15,270
336
$961K 0.03%
99,664
+11,153
337
$961K 0.03%
+16,840
338
$956K 0.03%
+49,358
339
$955K 0.03%
12,197
-397
340
$955K 0.03%
25,130
-983
341
$946K 0.03%
21,227
+574
342
$943K 0.03%
19,060
-10,559
343
$935K 0.03%
34,304
-11,308
344
$932K 0.03%
10,917
+222
345
$921K 0.03%
8,102
+176
346
$921K 0.03%
26,936
-954
347
$917K 0.03%
15,602
+829
348
$906K 0.03%
20,290
+761
349
$888K 0.03%
65,218
-2,206
350
$888K 0.03%
50,882
-5,222
12 13
14
15 16