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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$886K 0.03%
18,903
-1,353
352
$885K 0.03%
100,408
+2,312
353
$883K 0.03%
81,313
-18,833
354
$881K 0.02%
72,278
-2,444
355
$881K 0.02%
+18,307
356
$876K 0.02%
+11,314
357
$874K 0.02%
+171,665
358
$873K 0.02%
34,558
-9,377
359
$873K 0.02%
17,953
+453
360
$872K 0.02%
77,950
-2,801
361
$863K 0.02%
10,715
+1,433
362
$862K 0.02%
+10,644
363
$860K 0.02%
38,136
-1,850
364
$859K 0.02%
+14,730
365
$853K 0.02%
42,205
-2,846
366
$849K 0.02%
51,403
+15,263
367
$846K 0.02%
+2,349
368
$844K 0.02%
+64,026
369
$837K 0.02%
+28,139
370
$829K 0.02%
26,926
-5,814
371
$825K 0.02%
25,885
+3,643
372
$819K 0.02%
46,076
-1,558
373
$816K 0.02%
30,174
-1,753
374
$813K 0.02%
75,310
-25,593
375
$811K 0.02%
+45,752
13 14
15
16 17