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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.41M 0.03%
+32,084
352
$1.4M 0.03%
34,073
+163
353
$1.4M 0.03%
18,298
-584
354
$1.39M 0.03%
+23,772
355
$1.39M 0.03%
+76,012
356
$1.39M 0.03%
+66,059
357
$1.38M 0.03%
1,272
+73
358
$1.38M 0.03%
6,246
+188
359
$1.37M 0.03%
5,880
+308
360
$1.35M 0.03%
+39,310
361
$1.35M 0.03%
5,338
+210
362
$1.35M 0.03%
21,983
-37,609
363
$1.33M 0.03%
36,252
+1,696
364
$1.33M 0.03%
20,309
+583
365
$1.32M 0.03%
18,828
-19,314
366
$1.32M 0.03%
46,927
-3,665
367
$1.3M 0.03%
25,088
-3,293
368
$1.29M 0.03%
+36,516
369
$1.28M 0.03%
+33,284
370
$1.26M 0.03%
+47,948
371
$1.26M 0.03%
+13,981
372
$1.25M 0.03%
15,209
-200
373
$1.25M 0.03%
18,203
-375
374
$1.23M 0.03%
88,901
+2,368
375
$1.23M 0.03%
10,872
+1,033
13 14
15
16 17