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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$871K 0.03%
+19,492
352
$868K 0.02%
10,590
-125
353
$867K 0.02%
32,395
-1,909
354
$863K 0.02%
+29,511
355
$858K 0.02%
12,737
-8,278
356
$856K 0.02%
+34,233
357
$853K 0.02%
63,899
-27,692
358
$852K 0.02%
10,820
-97
359
$846K 0.02%
13,021
-2,581
360
$833K 0.02%
11,574
-5,188
361
$833K 0.02%
21,435
-3,695
362
$832K 0.02%
28,321
-9,959
363
$828K 0.02%
75,659
-32,750
364
$828K 0.02%
59,680
+10,013
365
$823K 0.02%
90,510
+2,646
366
$815K 0.02%
+21,626
367
$813K 0.02%
51,962
-82,321
368
$813K 0.02%
62,262
-807
369
$812K 0.02%
16,739
-1,568
370
$803K 0.02%
+31,602
371
$800K 0.02%
21,734
+3,539
372
$799K 0.02%
+21,217
373
$798K 0.02%
+26,350
374
$798K 0.02%
25,239
+70
375
$796K 0.02%
14,963
-5,247
13 14
15
16 17