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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.15M 0.03%
48,241
+1,184
352
$1.13M 0.03%
7,502
-1,212
353
$1.12M 0.03%
72,401
354
$1.12M 0.03%
+116,649
355
$1.12M 0.03%
11,547
+458
356
$1.12M 0.03%
39,058
+1,023
357
$1.11M 0.03%
+16,662
358
$1.11M 0.03%
7,994
-19,418
359
$1.1M 0.03%
92,203
+1,404
360
$1.09M 0.03%
24,887
-1,921
361
$1.08M 0.03%
+99,427
362
$1.08M 0.03%
23,326
-6
363
$1.08M 0.03%
13,931
364
$1.07M 0.03%
21,993
+993
365
$1.06M 0.02%
206,175
-4,178
366
$1.06M 0.02%
+53,949
367
$1.05M 0.02%
+25,584
368
$1.05M 0.02%
+45,654
369
$1.04M 0.02%
+27,386
370
$1.03M 0.02%
36,555
371
$1.02M 0.02%
13,680
+678
372
$1.02M 0.02%
111,341
+4,366
373
$1.02M 0.02%
15,461
+2,888
374
$1.02M 0.02%
+57,004
375
$1.01M 0.02%
+302,068
13 14
15
16 17