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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.22M 0.03%
210,353
-15,466
327
$1.21M 0.03%
+10,009
328
$1.21M 0.03%
31,699
-746
329
$1.19M 0.03%
26,528
+20,182
330
$1.18M 0.03%
12,268
+1,120
331
$1.18M 0.03%
12,814
+1,163
332
$1.17M 0.03%
+17,693
333
$1.17M 0.03%
106,975
+733
334
$1.17M 0.03%
52,236
+9,648
335
$1.14M 0.03%
+47,887
336
$1.14M 0.03%
+26,808
337
$1.13M 0.03%
31,776
+1,070
338
$1.12M 0.03%
25,035
+4,123
339
$1.12M 0.03%
170,011
-1
340
$1.12M 0.03%
40,003
+7,499
341
$1.12M 0.03%
+1,114,205
342
$1.12M 0.03%
37,215
+2,467
343
$1.12M 0.03%
+34,252
344
$1.11M 0.03%
+140,340
345
$1.11M 0.03%
16,576
+1,306
346
$1.11M 0.03%
14,775
-847
347
$1.1M 0.03%
12,037
+8,673
348
$1.1M 0.03%
41,914
+2,341
349
$1.1M 0.03%
+37,608
350
$1.09M 0.03%
+18,359
12 13
14
15 16