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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$649K 0.02%
6,120
-567
352
$646K 0.02%
59,745
+24,686
353
$642K 0.02%
7,835
+555
354
$635K 0.02%
17,359
-10,044
355
$635K 0.02%
10,938
-3,852
356
$631K 0.02%
+15,568
357
$624K 0.02%
15,040
-3,837
358
$609K 0.02%
11,995
-3,234
359
$606K 0.02%
17,462
+8,426
360
$606K 0.02%
8,800
-6,543
361
$604K 0.02%
+4,060
362
$599K 0.02%
7,425
+378
363
$597K 0.02%
2,845
-784
364
$595K 0.02%
1,760
-204
365
$594K 0.02%
6,145
+1,018
366
$591K 0.02%
38,250
+6,303
367
$586K 0.02%
31,839
-8,631
368
$584K 0.02%
+8,983
369
$583K 0.02%
25,619
+5,546
370
$582K 0.02%
56
+25
371
$579K 0.02%
12,374
-7,286
372
$576K 0.02%
+11,719
373
$573K 0.02%
+11,291
374
$572K 0.02%
+6,860
375
$571K 0.02%
+7,839
13 14
15
16 17