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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$587K 0.02%
+65,712
427
$585K 0.02%
9,484
-176,546
428
$581K 0.02%
+40,954
429
$575K 0.02%
4,307
-11,304
430
$574K 0.02%
9,680
-31,018
431
$571K 0.02%
+7,868
432
$569K 0.02%
+41,029
433
$566K 0.02%
14,718
-11,167
434
$560K 0.02%
+29,081
435
$551K 0.02%
2,992
-1,921
436
$549K 0.02%
8,135
+577
437
$543K 0.02%
5,761
-402
438
$539K 0.02%
9,933
+3,904
439
$538K 0.02%
32,577
-12,684
440
$535K 0.02%
+43,138
441
$514K 0.01%
8,604
-3,636
442
$509K 0.01%
54,733
+3,054
443
$506K 0.01%
44,066
-19,960
444
$499K 0.01%
95,285
-41,154
445
$488K 0.01%
+43,324
446
$483K 0.01%
+6,748
447
$480K 0.01%
+14,668
448
$473K 0.01%
17,182
449
$472K 0.01%
31,406
-13,862
450
$471K 0.01%
75,383
-43,364
16 17
18
19 20