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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$861K 0.02%
21,603
+959
402
$860K 0.02%
11,722
-2,812
403
$829K 0.02%
+35,647
404
$825K 0.02%
+39,812
405
$816K 0.02%
10,837
-2,670
406
$810K 0.02%
15,366
-23,550
407
$801K 0.02%
10,348
+681
408
$799K 0.02%
+51,168
409
$796K 0.02%
6,885
+355
410
$787K 0.02%
12,420
-9,779
411
$786K 0.02%
+21,564
412
$779K 0.02%
14,796
+4,062
413
$775K 0.02%
3,349
+85
414
$769K 0.02%
15,159
+515
415
$766K 0.02%
+31,739
416
$759K 0.02%
+5,233
417
$759K 0.02%
17,637
-1,221
418
$753K 0.02%
67,252
+15,312
419
$742K 0.02%
12,573
-3,461
420
$737K 0.02%
14,254
+485
421
$737K 0.02%
8,608
422
$723K 0.02%
12,848
+4,241
423
$706K 0.02%
8,181
-2,242
424
$702K 0.02%
24,707
-3,988
425
$700K 0.02%
8,444
+114
15 16
17
18 19