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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1M 0.02%
+22,933
377
$1M 0.02%
48,886
+497
378
$999K 0.02%
9,808
+431
379
$986K 0.02%
+8,372
380
$986K 0.02%
+28,054
381
$982K 0.02%
19,549
-18,036
382
$954K 0.02%
32,973
-4,635
383
$950K 0.02%
21,936
-58,474
384
$950K 0.02%
16,998
-1,041
385
$949K 0.02%
13,854
-584
386
$946K 0.02%
35,838
-286
387
$935K 0.02%
6,016
-661
388
$934K 0.02%
+55,430
389
$930K 0.02%
4,107
-1,071
390
$930K 0.02%
10,838
+490
391
$925K 0.02%
22,531
+3,640
392
$924K 0.02%
+19,415
393
$907K 0.02%
21,689
+128
394
$903K 0.02%
22,995
395
$903K 0.02%
+20,796
396
$898K 0.02%
+3,206
397
$874K 0.02%
3,825
+201
398
$870K 0.02%
+38,608
399
$869K 0.02%
3,569
+220
400
$864K 0.02%
+17,569
14 15
16
17 18