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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.13M 0.03%
72,401
-2,906
327
$1.13M 0.03%
61,082
-2,450
328
$1.12M 0.03%
+28,781
329
$1.12M 0.03%
+14,446
330
$1.12M 0.03%
11,644
+2,475
331
$1.11M 0.03%
+24,409
332
$1.11M 0.03%
17,922
+2,959
333
$1.11M 0.03%
22,224
-10,031
334
$1.11M 0.03%
39,573
+10,827
335
$1.11M 0.03%
45,822
+7,988
336
$1.11M 0.03%
46,982
+9,988
337
$1.1M 0.03%
53,247
+18,403
338
$1.1M 0.03%
+39,963
339
$1.1M 0.03%
33,117
+4,796
340
$1.1M 0.03%
80,950
+4,083
341
$1.09M 0.03%
46,459
-29,422
342
$1.09M 0.03%
51,978
+4,391
343
$1.09M 0.03%
30,330
+86
344
$1.08M 0.03%
34,748
+3,146
345
$1.06M 0.03%
3,619
+1,228
346
$1.05M 0.03%
45,954
-6,982
347
$1.05M 0.03%
+33,969
348
$1.05M 0.03%
12,662
-488
349
$1.04M 0.03%
9,086
-233
350
$1.04M 0.03%
+4,432
12 13
14
15 16