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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$478K 0.02%
12,505
-1,028
427
$478K 0.02%
+15,118
428
$478K 0.02%
6,258
-1,598
429
$474K 0.02%
9,016
-1,502
430
$470K 0.02%
+38,916
431
$467K 0.02%
3,423
+1,323
432
$466K 0.02%
+9,348
433
$462K 0.02%
+4,455
434
$457K 0.01%
40,226
-12,700
435
$456K 0.01%
+23,202
436
$452K 0.01%
8,374
-4,290
437
$450K 0.01%
+5,813
438
$446K 0.01%
22,738
+5,915
439
$445K 0.01%
5,743
-661
440
$445K 0.01%
9,006
-3,704
441
$444K 0.01%
30,770
+5,098
442
$442K 0.01%
10,921
+4,860
443
$439K 0.01%
17,768
+144
444
$433K 0.01%
+4,885
445
$431K 0.01%
23,884
-43,096
446
$431K 0.01%
2,936
-25,346
447
$423K 0.01%
+26,025
448
$421K 0.01%
+21,569
449
$414K 0.01%
5,735
+633
450
$414K 0.01%
+33,518
16 17
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