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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.6M 0.03%
16,372
+3,328
327
$1.6M 0.03%
36,125
-38,462
328
$1.6M 0.03%
85,915
+2,428
329
$1.59M 0.03%
41,977
-73,315
330
$1.59M 0.03%
36,156
+987
331
$1.57M 0.03%
+118,875
332
$1.57M 0.03%
10,657
+862
333
$1.57M 0.03%
73,709
-1,979
334
$1.56M 0.03%
22,247
-541,393
335
$1.56M 0.03%
77,072
+6,561
336
$1.56M 0.03%
43,469
-47,352
337
$1.55M 0.03%
43,179
+1,239
338
$1.55M 0.03%
+9,663
339
$1.54M 0.03%
6,163
+1,085
340
$1.53M 0.03%
56,337
+2,831
341
$1.53M 0.03%
79,227
-1,301
342
$1.53M 0.03%
34,361
-2,130
343
$1.51M 0.03%
28,144
+1,842
344
$1.5M 0.03%
29,614
-778
345
$1.49M 0.03%
95,133
-165,857
346
$1.49M 0.03%
28,220
+1,440
347
$1.48M 0.03%
10,700
+482
348
$1.47M 0.03%
12,383
+196
349
$1.47M 0.03%
+70,277
350
$1.42M 0.03%
47,851
+9,748
12 13
14
15 16