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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$567K 0.02%
+8,110
377
$566K 0.02%
+13,389
378
$565K 0.02%
11,657
+1,931
379
$564K 0.02%
3,287
-785
380
$558K 0.02%
+11,834
381
$556K 0.02%
8,430
-1,020
382
$555K 0.02%
+6,324
383
$555K 0.02%
54,338
+20,606
384
$554K 0.02%
9,906
+286
385
$550K 0.02%
21,533
-13,348
386
$547K 0.02%
8,415
-1,649
387
$543K 0.02%
+16,150
388
$542K 0.02%
+42,168
389
$540K 0.02%
+7,512
390
$537K 0.02%
12,386
-12,180
391
$536K 0.02%
+10,170
392
$534K 0.02%
9,612
-5,754
393
$533K 0.02%
20,747
-365
394
$531K 0.02%
+44,819
395
$530K 0.02%
+12,914
396
$529K 0.02%
12,764
-51
397
$528K 0.02%
12,642
-4,470
398
$527K 0.02%
+17,174
399
$524K 0.02%
+18,780
400
$523K 0.02%
21,722
-12,215
14 15
16
17 18