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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$616K 0.02%
99,303
-48,281
377
$613K 0.02%
+32,675
378
$611K 0.02%
23,668
-1,330
379
$611K 0.02%
+3,611
380
$602K 0.02%
+41,336
381
$597K 0.02%
3,570
+415
382
$597K 0.02%
+12,722
383
$593K 0.02%
+21,915
384
$592K 0.02%
+6,187
385
$591K 0.02%
+38,790
386
$591K 0.02%
4,118
-5,016
387
$588K 0.02%
20,609
+1,690
388
$587K 0.02%
+23,630
389
$587K 0.02%
+12,307
390
$585K 0.02%
18,512
+1,646
391
$585K 0.02%
26,217
+2,183
392
$581K 0.02%
6,937
-6,159
393
$579K 0.02%
12,027
-5,527
394
$578K 0.02%
11,197
+2,731
395
$572K 0.02%
+34
396
$566K 0.02%
6,812
-807
397
$564K 0.02%
10,021
-561
398
$556K 0.02%
+8,067
399
$552K 0.02%
8,027
-5,635
400
$546K 0.02%
87,765
+74,746
14 15
16
17 18