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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.03M 0.03%
25,737
+6,179
352
$1.03M 0.03%
70,822
+11,615
353
$1.03M 0.03%
16,955
+13,642
354
$1.03M 0.03%
11,148
+558
355
$1.03M 0.03%
14,086
+4,308
356
$1.03M 0.03%
36,555
-1,468
357
$1.02M 0.03%
47,928
-1,922
358
$1.02M 0.03%
11,392
+572
359
$1.02M 0.03%
+9,915
360
$1.01M 0.03%
393,491
+203,131
361
$1.01M 0.03%
11,651
+286
362
$1M 0.03%
+170,012
363
$1M 0.03%
+20,852
364
$998K 0.03%
10,423
-414
365
$992K 0.03%
16,034
+8,501
366
$992K 0.03%
65,020
+23,991
367
$986K 0.03%
10,944
-1,813
368
$985K 0.03%
+13,495
369
$978K 0.02%
4,884
+1,892
370
$967K 0.02%
+65,747
371
$965K 0.02%
11,572
-2,786
372
$959K 0.02%
35,083
+8,733
373
$954K 0.02%
+13,507
374
$952K 0.02%
106,242
-77,676
375
$950K 0.02%
28,528
+2,410
13 14
15
16 17