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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$522K 0.02%
14,266
+5,259
402
$520K 0.02%
6,356
+113
403
$517K 0.02%
26,495
-9,715
404
$516K 0.02%
8,949
+1,369
405
$515K 0.02%
17,795
+4,629
406
$514K 0.02%
24,557
+6,388
407
$513K 0.02%
+13,819
408
$510K 0.02%
22,111
+5,752
409
$509K 0.02%
+2
410
$502K 0.02%
+1,479
411
$499K 0.02%
27,150
+3,240
412
$498K 0.02%
+10,774
413
$498K 0.02%
29,286
+7,618
414
$498K 0.02%
41,714
-24,314
415
$496K 0.02%
+11,164
416
$494K 0.02%
+1,203
417
$493K 0.02%
14,226
-9,794
418
$493K 0.02%
32,664
-5,224
419
$491K 0.02%
5,001
-5,323
420
$491K 0.02%
7,598
+477
421
$488K 0.02%
+5,696
422
$487K 0.02%
28,867
-18,527
423
$481K 0.02%
8,052
+379
424
$481K 0.02%
13,748
-5,532
425
$480K 0.02%
5,810
-1,981
15 16
17
18 19