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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$778K 0.02%
24,450
-16,706
377
$774K 0.02%
15,433
-4,857
378
$773K 0.02%
17,625
+91
379
$772K 0.02%
36,363
-2,324
380
$769K 0.02%
6,972
-93
381
$764K 0.02%
37,834
-14,239
382
$762K 0.02%
7,384
-3,522
383
$760K 0.02%
30,139
-23,084
384
$749K 0.02%
31,516
-17,056
385
$748K 0.02%
19,558
-8,581
386
$745K 0.02%
67,960
-28,607
387
$741K 0.02%
+33,585
388
$726K 0.02%
15,126
+3,486
389
$725K 0.02%
38,301
-3,004
390
$725K 0.02%
28,746
-9,390
391
$719K 0.02%
+19,650
392
$714K 0.02%
26,118
-423
393
$703K 0.02%
17,699
-1,204
394
$701K 0.02%
190,360
-2,522
395
$699K 0.02%
12,266
-5,687
396
$697K 0.02%
43,680
+5,195
397
$693K 0.02%
20,355
-1,122
398
$693K 0.02%
+9,778
399
$691K 0.02%
+13,086
400
$687K 0.02%
37,922
-2,771
14 15
16
17 18