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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$696K 0.02%
41,691
-8,029
427
$692K 0.02%
8,315
-1,099
428
$686K 0.02%
18,891
429
$684K 0.02%
14,525
-19
430
$671K 0.02%
5,912
+2,629
431
$670K 0.02%
44,073
+1,034
432
$667K 0.02%
+19,678
433
$661K 0.02%
18,611
-2,241
434
$654K 0.02%
+6,411
435
$652K 0.02%
+7,745
436
$643K 0.02%
+68,720
437
$639K 0.02%
15,446
-254
438
$623K 0.02%
+27,769
439
$621K 0.02%
+67,311
440
$621K 0.02%
2,952
-667
441
$620K 0.02%
23,235
+1,311
442
$617K 0.02%
+6,455
443
$606K 0.02%
54,710
444
$601K 0.01%
4,861
+2,526
445
$597K 0.01%
+5,742
446
$582K 0.01%
9,374
+276
447
$575K 0.01%
12,009
+5,123
448
$573K 0.01%
20,566
+1,176
449
$572K 0.01%
112,246
+4,165
450
$567K 0.01%
14,165
-23,015
16 17
18
19 20