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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$849K 0.02%
35,346
-16,890
402
$847K 0.02%
18,321
+684
403
$839K 0.02%
14,115
+1,267
404
$837K 0.02%
24,133
-574
405
$834K 0.02%
8,247
-1,153
406
$821K 0.02%
51,168
407
$814K 0.02%
+18,074
408
$806K 0.02%
8,376
+1,921
409
$803K 0.02%
15,973
+814
410
$802K 0.02%
33,084
-33,057
411
$787K 0.02%
46,917
+2,844
412
$786K 0.02%
32,431
-9,732
413
$779K 0.02%
9,376
+1,061
414
$775K 0.02%
14,704
-92
415
$775K 0.02%
33,730
+1,991
416
$772K 0.02%
49,488
+7,797
417
$761K 0.02%
64,224
-4,496
418
$760K 0.02%
6,693
+781
419
$755K 0.02%
+13,986
420
$747K 0.02%
19,674
-4
421
$741K 0.02%
29,544
+1,775
422
$738K 0.02%
29,940
-5,707
423
$736K 0.02%
17,859
-3,705
424
$718K 0.02%
10,994
-15,651
425
$717K 0.02%
14,523
-2
15 16
17
18 19