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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$848K 0.02%
50,633
+21,552
402
$843K 0.02%
38,897
-32,930
403
$836K 0.02%
18,858
+1,233
404
$830K 0.02%
28,695
-14,167
405
$807K 0.02%
+9,667
406
$800K 0.02%
+42,588
407
$789K 0.02%
65,783
+3,521
408
$783K 0.02%
36,264
-1,658
409
$777K 0.02%
9,414
+6,014
410
$775K 0.02%
32,504
+1,179
411
$760K 0.02%
20,644
+8,396
412
$755K 0.02%
+23,371
413
$754K 0.02%
45,813
+4,859
414
$748K 0.02%
6,093
+846
415
$732K 0.02%
8,608
-2,441
416
$726K 0.02%
14,544
-582
417
$726K 0.02%
+13,076
418
$724K 0.02%
39,826
+7,249
419
$718K 0.02%
8,330
-6,933
420
$716K 0.02%
16,962
-737
421
$715K 0.02%
24,841
-21,348
422
$715K 0.02%
34,579
-1,784
423
$714K 0.02%
14,644
+5,228
424
$712K 0.02%
31,434
+1,567
425
$710K 0.02%
84,515
-3,323
15 16
17
18 19