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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$992K 0.03%
15,073
-6,878
327
$984K 0.03%
14,602
-5,669
328
$982K 0.03%
30,244
-4,220
329
$970K 0.03%
+11,049
330
$957K 0.03%
37,950
-11,408
331
$947K 0.03%
53,642
+2,239
332
$945K 0.03%
27,265
-12,021
333
$944K 0.03%
+27,008
334
$940K 0.03%
+204,445
335
$934K 0.03%
68,502
+326
336
$930K 0.03%
20,848
+171
337
$927K 0.03%
26,278
-8,455
338
$919K 0.03%
+11,965
339
$917K 0.03%
9,169
+2,405
340
$908K 0.03%
14,753
-6,474
341
$904K 0.03%
+18,883
342
$902K 0.03%
10,627
-7,082
343
$902K 0.03%
+56,006
344
$896K 0.03%
9,319
-3,832
345
$896K 0.03%
11,762
+9
346
$886K 0.03%
10,455
-189
347
$883K 0.03%
63,532
+2,450
348
$883K 0.03%
16,502
-13,890
349
$876K 0.03%
+11,127
350
$871K 0.03%
11,365
+153
12 13
14
15 16