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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$673K 0.02%
+21,964
352
$671K 0.02%
31,282
+14,772
353
$670K 0.02%
22,198
+1,440
354
$668K 0.02%
12,787
+1,334
355
$668K 0.02%
14,531
+1,381
356
$667K 0.02%
20,228
+1,885
357
$656K 0.02%
+30,859
358
$653K 0.02%
5,215
+574
359
$651K 0.02%
+12,278
360
$649K 0.02%
10,653
+1,326
361
$648K 0.02%
+111,340
362
$647K 0.02%
+10,403
363
$639K 0.02%
+31,668
364
$639K 0.02%
+4,836
365
$637K 0.02%
21,501
-2,173
366
$636K 0.02%
+20,429
367
$634K 0.02%
+36,128
368
$631K 0.02%
31,178
-1,854
369
$630K 0.02%
12,886
-371
370
$630K 0.02%
9,412
+739
371
$629K 0.02%
+134,366
372
$627K 0.02%
20,155
-5,389
373
$625K 0.02%
65,140
+7,754
374
$622K 0.02%
+72,904
375
$620K 0.02%
10,697
-1,203
13 14
15
16 17