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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$704K 0.02%
87,119
-3,391
427
$704K 0.02%
13,769
+5,111
428
$703K 0.02%
+29,761
429
$697K 0.02%
35,763
-17,879
430
$696K 0.02%
7,388
+2,202
431
$680K 0.02%
+15,301
432
$678K 0.02%
6,530
+769
433
$675K 0.02%
42,069
-1,611
434
$674K 0.02%
+3,264
435
$667K 0.02%
18,891
-759
436
$654K 0.02%
22,060
+10,234
437
$647K 0.02%
35,653
+11,933
438
$646K 0.02%
15,757
-5,460
439
$629K 0.02%
+48,764
440
$620K 0.02%
26,319
-5,197
441
$620K 0.02%
83,283
+7,900
442
$618K 0.02%
15,700
+6,944
443
$614K 0.02%
+54,710
444
$614K 0.02%
19,442
+3,480
445
$593K 0.02%
+12,307
446
$592K 0.02%
9,969
-11,097
447
$592K 0.02%
+25,478
448
$591K 0.02%
9,098
+494
449
$589K 0.02%
21,924
-12,309
450
$586K 0.01%
15,436
+3,192
16 17
18
19 20