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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.18M 0.03%
13,222
+1,827
377
$1.17M 0.03%
+12,234
378
$1.17M 0.03%
13,019
+1,708
379
$1.17M 0.03%
+38,484
380
$1.16M 0.03%
42,996
-3,620
381
$1.16M 0.03%
+27,211
382
$1.16M 0.03%
55,655
-2,126
383
$1.16M 0.03%
34,556
+3,685
384
$1.15M 0.03%
4,109
+341
385
$1.15M 0.03%
72,192
-9,744
386
$1.14M 0.03%
19,258
-4,884
387
$1.14M 0.03%
5,572
+454
388
$1.13M 0.03%
24,088
+332
389
$1.12M 0.02%
40,963
+32,357
390
$1.11M 0.02%
9,839
+1,750
391
$1.11M 0.02%
+10,094
392
$1.1M 0.02%
18,103
+1,243
393
$1.09M 0.02%
53,191
-1,380
394
$1.09M 0.02%
86,533
-5,906
395
$1.08M 0.02%
20,433
+1,488
396
$1.06M 0.02%
+14,573
397
$1.06M 0.02%
9,199
+1,809
398
$1.06M 0.02%
+13,044
399
$1.06M 0.02%
15,906
-559
400
$1.05M 0.02%
38,103
-3,610
14 15
16
17 18