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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.05M 0.02%
20,957
+1,798
402
$1.05M 0.02%
29,729
+295
403
$1.04M 0.02%
+9,687
404
$1.03M 0.02%
24,882
-693
405
$1.03M 0.02%
5,128
+2,187
406
$1.03M 0.02%
14,733
-72
407
$995K 0.02%
25,442
-14,258
408
$991K 0.02%
27,013
-1,181
409
$985K 0.02%
23,221
+1,951
410
$984K 0.02%
18,549
+2,669
411
$978K 0.02%
+31,410
412
$977K 0.02%
79,089
-2,670
413
$976K 0.02%
8,609
+136
414
$974K 0.02%
4,616
+449
415
$968K 0.02%
+47,877
416
$967K 0.02%
10,190
+2,126
417
$966K 0.02%
12,794
+1,353
418
$954K 0.02%
37,054
+727
419
$941K 0.02%
21,724
+33
420
$925K 0.02%
31,837
+1,650
421
$922K 0.02%
38,571
-1,433
422
$921K 0.02%
15,626
+1,244
423
$916K 0.02%
54,092
+4,906
424
$914K 0.02%
+3,557
425
$908K 0.02%
18,578
+3,610
15 16
17
18 19