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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$964K 0.02%
5,178
+294
377
$958K 0.02%
+22,440
378
$955K 0.02%
+38,035
379
$953K 0.02%
36,124
+1,155
380
$944K 0.02%
13,931
-3,024
381
$943K 0.02%
+69,699
382
$941K 0.02%
14,438
+352
383
$939K 0.02%
18,039
+4,963
384
$923K 0.02%
3,624
-808
385
$921K 0.02%
+9,400
386
$915K 0.02%
23,513
+15,730
387
$912K 0.02%
11,460
-112
388
$911K 0.02%
22,995
389
$900K 0.02%
9,377
+121
390
$899K 0.02%
+3,951
391
$897K 0.02%
33,064
+1,630
392
$895K 0.02%
74,548
-11,384
393
$895K 0.02%
21,561
-8,769
394
$890K 0.02%
+12,671
395
$884K 0.02%
+144,535
396
$876K 0.02%
48,389
-4,644
397
$875K 0.02%
29,596
-4,373
398
$874K 0.02%
52,230
-864
399
$870K 0.02%
+38,359
400
$867K 0.02%
13,002
-1,295
14 15
16
17 18