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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.23M 0.03%
18,289
+3,556
377
$1.22M 0.03%
33,951
-1,779
378
$1.22M 0.03%
35,163
+6,127
379
$1.21M 0.03%
22,302
+1,345
380
$1.21M 0.03%
23,172
+455
381
$1.2M 0.03%
8,958
-2,558
382
$1.2M 0.03%
4,360
+251
383
$1.2M 0.03%
19,585
+474
384
$1.2M 0.03%
31,405
-5
385
$1.19M 0.03%
42,996
386
$1.19M 0.03%
43,053
+2,090
387
$1.19M 0.03%
27,380
-1,476
388
$1.18M 0.03%
18,662
+880
389
$1.16M 0.03%
24,854
-951
390
$1.16M 0.03%
24,458
+370
391
$1.15M 0.03%
+14,251
392
$1.15M 0.02%
+2,799
393
$1.14M 0.02%
+19,941
394
$1.14M 0.02%
+5,976
395
$1.14M 0.02%
25,409
+4,014
396
$1.13M 0.02%
48,844
+9,478
397
$1.13M 0.02%
12,358
-661
398
$1.13M 0.02%
+19,434
399
$1.13M 0.02%
+17,325
400
$1.13M 0.02%
54,866
+1,675
14 15
16
17 18