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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$467K 0.02%
+7,280
427
$465K 0.02%
+19,244
428
$463K 0.02%
+9,975
429
$461K 0.02%
12,981
-4,670
430
$461K 0.02%
16,063
+1,476
431
$459K 0.02%
9,811
432
$459K 0.02%
3,067
+1,296
433
$458K 0.02%
+6,714
434
$456K 0.02%
20,874
+1,823
435
$454K 0.02%
17,000
-19,448
436
$453K 0.02%
31,638
+2,808
437
$446K 0.02%
5,860
+651
438
$445K 0.02%
+6,565
439
$445K 0.02%
+11,999
440
$442K 0.02%
6,243
+548
441
$437K 0.02%
5,127
442
$437K 0.02%
47,684
-44
443
$436K 0.02%
+26,955
444
$432K 0.02%
+8,914
445
$424K 0.01%
7,121
+594
446
$423K 0.01%
31,947
+12,363
447
$422K 0.01%
+6,103
448
$414K 0.01%
+8,945
449
$407K 0.01%
+34,962
450
$407K 0.01%
4,071
-158
16 17
18
19 20