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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$515K 0.02%
13,533
-237
402
$514K 0.02%
+4,326
403
$514K 0.02%
+15,754
404
$512K 0.02%
+1,109,000
405
$500K 0.02%
29,545
+15,944
406
$500K 0.02%
+10,676
407
$500K 0.02%
+13,669
408
$499K 0.02%
+6,113
409
$499K 0.02%
37,018
-19,744
410
$498K 0.02%
+7,571
411
$497K 0.02%
9,620
+895
412
$497K 0.02%
10,064
-2,822
413
$497K 0.02%
+21,103
414
$493K 0.02%
+15,210
415
$486K 0.02%
12,512
+1,171
416
$483K 0.02%
34,464
417
$479K 0.02%
+15,449
418
$477K 0.02%
10,442
+400
419
$477K 0.02%
12,815
+114
420
$473K 0.02%
10,323
-5,560
421
$471K 0.02%
3,114
-2,539
422
$471K 0.02%
10,953
-1,769
423
$470K 0.02%
+18,616
424
$469K 0.02%
+13,253
425
$468K 0.02%
+5,888
15 16
17
18 19