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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.09M 0.03%
14,816
+730
352
$1.08M 0.03%
6,677
+1,123
353
$1.07M 0.03%
48,901
-8,147
354
$1.07M 0.03%
17,099
-1,305
355
$1.07M 0.03%
23,724
-2,013
356
$1.07M 0.03%
64,798
-949
357
$1.07M 0.03%
+43,379
358
$1.06M 0.03%
119,940
-83,526
359
$1.06M 0.03%
90,799
-1,685
360
$1.06M 0.03%
72,401
361
$1.04M 0.03%
42,163
+3,266
362
$1.03M 0.03%
47,928
363
$1.03M 0.03%
+30,133
364
$1.03M 0.03%
21,000
-3,409
365
$1.03M 0.03%
9,843
-1,801
366
$1.02M 0.03%
29,586
+1,058
367
$1.02M 0.03%
23,332
-15,797
368
$1.01M 0.03%
36,555
369
$1.01M 0.03%
47,057
+1,244
370
$1.01M 0.03%
36,840
-3,123
371
$997K 0.02%
+22,066
372
$983K 0.02%
11,089
+145
373
$983K 0.02%
52,411
-2,506
374
$979K 0.02%
+65,288
375
$967K 0.02%
20,599
+1,880
13 14
15
16 17