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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.12M 0.02%
13,789
+995
402
$1.12M 0.02%
19,210
+1,107
403
$1.11M 0.02%
+34,804
404
$1.09M 0.02%
+69,507
405
$1.09M 0.02%
17,490
+918
406
$1.09M 0.02%
79,089
407
$1.09M 0.02%
+21,105
408
$1.09M 0.02%
+10,581
409
$1.08M 0.02%
4,877
+261
410
$1.07M 0.02%
22,288
+564
411
$1.06M 0.02%
57,064
+1,409
412
$1.06M 0.02%
+1,451
413
$1.06M 0.02%
+14,026
414
$1.06M 0.02%
27,009
-202
415
$1.06M 0.02%
45,432
+4,270
416
$1.05M 0.02%
20,850
+417
417
$1.05M 0.02%
+6,017
418
$1.03M 0.02%
40,888
+21,268
419
$1.02M 0.02%
+10,397
420
$1.02M 0.02%
25,442
421
$1.02M 0.02%
16,752
+1,126
422
$1.02M 0.02%
38,360
+1,306
423
$1.01M 0.02%
+32,767
424
$986K 0.02%
16,804
-54,072
425
$984K 0.02%
7,103
-23,502
15 16
17
18 19