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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.52M 0.03%
+53,506
327
$1.52M 0.03%
80,528
+3,558
328
$1.51M 0.03%
+64,426
329
$1.51M 0.03%
+39,177
330
$1.5M 0.03%
70,802
-16,205
331
$1.5M 0.03%
26,620
-2,624
332
$1.5M 0.03%
547,430
+440,319
333
$1.49M 0.03%
+47,566
334
$1.49M 0.03%
33,910
-313
335
$1.49M 0.03%
35,169
-17,797
336
$1.48M 0.03%
22,586
+1,710
337
$1.47M 0.03%
+32,513
338
$1.46M 0.03%
+45,667
339
$1.46M 0.03%
+88,763
340
$1.46M 0.03%
2,368
+433
341
$1.43M 0.03%
30,392
+3,914
342
$1.43M 0.03%
17,782
+182
343
$1.42M 0.03%
44,448
+4,918
344
$1.41M 0.03%
6,058
-340
345
$1.41M 0.03%
83,487
+3,515
346
$1.4M 0.03%
1,199
+69
347
$1.4M 0.03%
27,371
+1,756
348
$1.39M 0.03%
45,473
+545
349
$1.39M 0.03%
19,775
+260
350
$1.38M 0.03%
36,491
-1,062
12 13
14
15 16