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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.24M 0.03%
26,022
+987
327
$1.24M 0.03%
37,147
+22,298
328
$1.23M 0.03%
26,743
+1,193
329
$1.22M 0.03%
22,632
-3,092
330
$1.22M 0.03%
28,776
-3,065
331
$1.22M 0.03%
11,905
+183
332
$1.22M 0.03%
+117,545
333
$1.21M 0.03%
24,727
+2,661
334
$1.21M 0.03%
+7,937
335
$1.21M 0.03%
20,345
+6,091
336
$1.2M 0.03%
+30,143
337
$1.2M 0.03%
16,263
-51,926
338
$1.19M 0.03%
+14,042
339
$1.19M 0.03%
6,440
+1,207
340
$1.19M 0.03%
19,502
+1,143
341
$1.19M 0.03%
15,153
+337
342
$1.18M 0.03%
41,530
+1,122
343
$1.17M 0.03%
7,265
+380
344
$1.17M 0.03%
17,533
+434
345
$1.17M 0.03%
10,656
-1,060
346
$1.16M 0.03%
15,616
+841
347
$1.16M 0.03%
+9,497
348
$1.16M 0.03%
50,940
+2,039
349
$1.16M 0.03%
24,930
+1,206
350
$1.16M 0.03%
47,928
12 13
14
15 16