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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$618K 0.02%
+33,599
427
$617K 0.02%
+35,937
428
$612K 0.02%
+63,863
429
$600K 0.02%
10,224
+257
430
$594K 0.02%
+6,163
431
$594K 0.02%
12,550
-240
432
$589K 0.02%
45,268
+1,244
433
$581K 0.02%
2,604
-3,474
434
$573K 0.02%
+6,764
435
$558K 0.02%
+12,373
436
$557K 0.02%
17,910
-524
437
$552K 0.02%
38,485
-42,029
438
$552K 0.02%
+19,526
439
$551K 0.02%
13,670
+275
440
$550K 0.02%
+48,724
441
$544K 0.02%
+5,327
442
$542K 0.02%
24,246
+684
443
$533K 0.02%
+26,385
444
$524K 0.01%
4,221
+919
445
$520K 0.01%
56,435
-18,131
446
$516K 0.01%
10,531
+5,130
447
$512K 0.01%
49,600
-14,808
448
$512K 0.01%
+16,427
449
$511K 0.01%
+6,242
450
$511K 0.01%
+7,288
16 17
18
19 20