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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.37M 0.03%
+20,949
352
$1.37M 0.03%
35,730
-44,847
353
$1.37M 0.03%
22,011
+1,695
354
$1.37M 0.03%
18,882
+3,388
355
$1.36M 0.03%
+11,462
356
$1.34M 0.03%
+23,679
357
$1.33M 0.03%
48,360
-4,970
358
$1.33M 0.03%
25,805
+3,069
359
$1.33M 0.03%
+26,774
360
$1.33M 0.03%
6,947
-106
361
$1.32M 0.03%
35,700
+4,985
362
$1.3M 0.03%
63,863
-1,159
363
$1.29M 0.03%
13,224
-1,201
364
$1.25M 0.03%
+29,036
365
$1.25M 0.03%
23,553
+309
366
$1.25M 0.03%
+15,497
367
$1.24M 0.03%
26,302
-2,516
368
$1.23M 0.03%
110,659
-8,358
369
$1.23M 0.03%
28,020
+1,860
370
$1.23M 0.03%
5,078
+3,971
371
$1.23M 0.03%
50,592
+14,280
372
$1.23M 0.03%
19,111
+1,847
373
$1.22M 0.03%
26,780
+3,755
374
$1.22M 0.03%
4,715
+375
375
$1.21M 0.03%
19,726
+991
13 14
15
16 17