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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$726K 0.02%
38,687
-1,864
402
$725K 0.02%
7,065
-1,518
403
$717K 0.02%
61,082
-2,066
404
$714K 0.02%
18,195
+9,255
405
$705K 0.02%
21,477
-1,719
406
$703K 0.02%
15,801
+2,237
407
$702K 0.02%
11,212
-305
408
$702K 0.02%
+12,240
409
$698K 0.02%
+118,747
410
$687K 0.02%
49,659
+1,912
411
$681K 0.02%
+10,267
412
$676K 0.02%
+51,246
413
$671K 0.02%
+1,811
414
$666K 0.02%
+18,792
415
$664K 0.02%
37,796
+2,338
416
$663K 0.02%
19,789
-498
417
$662K 0.02%
+14,330
418
$659K 0.02%
17,352
-1,234
419
$650K 0.02%
22,376
-1,571
420
$648K 0.02%
79,955
-2,704
421
$639K 0.02%
20,287
+10,747
422
$631K 0.02%
+25,169
423
$629K 0.02%
25,722
+546
424
$628K 0.02%
27,468
-7,766
425
$623K 0.02%
192,882
+32,969
15 16
17
18 19