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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$629K 0.02%
3,794
-4,683
352
$627K 0.02%
30,324
+2,996
353
$622K 0.02%
11,293
+822
354
$619K 0.02%
26,404
+2,774
355
$615K 0.02%
11,148
+4,568
356
$613K 0.02%
5,802
+587
357
$606K 0.02%
9,070
+188
358
$602K 0.02%
81,825
+51,828
359
$602K 0.02%
10,219
-6,399
360
$601K 0.02%
16,373
+1,579
361
$599K 0.02%
+11,613
362
$598K 0.02%
5,078
+2,536
363
$598K 0.02%
32,766
+16,383
364
$597K 0.02%
50,254
-16,886
365
$596K 0.02%
26,461
+4,697
366
$586K 0.02%
+15,895
367
$586K 0.02%
3,752
-39
368
$586K 0.02%
6,951
+764
369
$583K 0.02%
24,768
+14,409
370
$581K 0.02%
12,710
+1,225
371
$580K 0.02%
+4,400
372
$574K 0.02%
+7,856
373
$573K 0.02%
+5,027
374
$566K 0.02%
+12,435
375
$564K 0.02%
14,836
+1,428
13 14
15
16 17