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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$948K 0.02%
+39,565
377
$946K 0.02%
+40,025
378
$940K 0.02%
39,873
+12,754
379
$940K 0.02%
+20,912
380
$938K 0.02%
9,621
+3,315
381
$937K 0.02%
+15,270
382
$933K 0.02%
16,167
+4,035
383
$929K 0.02%
+14,297
384
$926K 0.02%
54,917
+25,167
385
$924K 0.02%
79,686
-75,528
386
$907K 0.02%
9,256
+3,267
387
$906K 0.02%
34,969
+4,830
388
$899K 0.02%
38,929
+5,344
389
$890K 0.02%
21,930
+7,212
390
$879K 0.02%
53,094
+40,143
391
$877K 0.02%
14,086
-6,331
392
$877K 0.02%
4,678
+587
393
$876K 0.02%
21,947
-2,420
394
$875K 0.02%
53,033
+21,627
395
$869K 0.02%
18,719
+6,453
396
$861K 0.02%
14,534
+759
397
$859K 0.02%
+5,554
398
$853K 0.02%
49,720
-2,242
399
$851K 0.02%
67,870
+23,804
400
$850K 0.02%
22,995
-1,821
14 15
16
17 18