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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$687K 0.02%
+14,002
402
$683K 0.02%
+9,932
403
$680K 0.02%
36,994
-17,229
404
$679K 0.02%
13,775
+1,402
405
$676K 0.02%
2,391
-1,726
406
$671K 0.02%
+59,207
407
$671K 0.02%
+10,756
408
$668K 0.02%
+4,618
409
$650K 0.02%
46,757
+10,710
410
$649K 0.02%
96,928
-39,974
411
$640K 0.02%
29,867
-4,287
412
$638K 0.02%
31,325
-9,471
413
$634K 0.02%
+25,447
414
$632K 0.02%
+12,314
415
$610K 0.02%
44,343
+4,208
416
$609K 0.02%
+6,306
417
$605K 0.02%
34,844
-16,038
418
$603K 0.02%
+12,132
419
$602K 0.02%
54,208
+2,887
420
$601K 0.02%
4,091
-11,609
421
$601K 0.02%
+9,166
422
$598K 0.02%
27,119
-11,332
423
$590K 0.02%
5,247
-80
424
$590K 0.02%
63,757
-106
425
$589K 0.02%
10,854
-3,876
15 16
17
18 19