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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$504K 0.02%
11,485
+1,198
427
$503K 0.02%
+46,089
428
$501K 0.02%
+20,649
429
$501K 0.02%
34,464
-1,940
430
$501K 0.02%
16,707
+8,672
431
$499K 0.02%
6,467
-8,767
432
$498K 0.02%
18,919
-18,940
433
$496K 0.02%
+2,571
434
$495K 0.02%
+7,206
435
$495K 0.02%
23,684
-23,906
436
$494K 0.02%
8,429
-2,582
437
$493K 0.02%
22,009
+2,235
438
$493K 0.02%
9,587
-547
439
$492K 0.02%
4,607
+357
440
$489K 0.02%
8,725
-1,100
441
$484K 0.02%
18,208
-69,000
442
$483K 0.02%
+40,625
443
$482K 0.02%
+54,743
444
$482K 0.02%
3,484
+268
445
$482K 0.02%
19,040
-5,616
446
$482K 0.02%
+47,728
447
$478K 0.02%
11,073
+901
448
$477K 0.02%
9,811
-549
449
$477K 0.02%
5,127
-288
450
$476K 0.02%
+13,354
16 17
18
19 20