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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$810K 0.02%
+57,471
377
$802K 0.02%
26,541
+613
378
$799K 0.02%
13,519
+308
379
$788K 0.02%
42,368
-1,432
380
$787K 0.02%
8,900
+211
381
$784K 0.02%
5,162
+123
382
$781K 0.02%
+68,176
383
$778K 0.02%
+136,439
384
$778K 0.02%
+41,305
385
$774K 0.02%
+108,992
386
$763K 0.02%
5,920
-2,889
387
$759K 0.02%
13,438
-7,163
388
$758K 0.02%
+40,796
389
$757K 0.02%
+19,283
390
$757K 0.02%
63,069
+4,774
391
$754K 0.02%
4,913
+3,522
392
$754K 0.02%
+34,154
393
$754K 0.02%
+136,902
394
$741K 0.02%
40,693
-2,843
395
$739K 0.02%
38,451
-9,570
396
$739K 0.02%
45,261
-3,225
397
$738K 0.02%
13,182
-5,725
398
$738K 0.02%
14,621
+793
399
$737K 0.02%
20,915
-18,366
400
$734K 0.02%
17,534
+480
14 15
16
17 18