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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$713K 0.02%
6,138
+396
427
$701K 0.02%
+5,562
428
$693K 0.02%
+94,231
429
$691K 0.02%
15,413
-33
430
$689K 0.02%
54,708
-2
431
$688K 0.02%
+24,678
432
$686K 0.02%
143,726
-809
433
$682K 0.02%
5,006
+239
434
$678K 0.02%
+65,550
435
$668K 0.02%
+8,293
436
$662K 0.02%
+17,576
437
$657K 0.02%
7,569
+359
438
$636K 0.01%
14,525
+360
439
$628K 0.01%
52,575
440
$619K 0.01%
+4,444
441
$616K 0.01%
9,744
+3,638
442
$600K 0.01%
10,993
+1,220
443
$594K 0.01%
12,423
+414
444
$593K 0.01%
+2,927
445
$589K 0.01%
+79,349
446
$574K 0.01%
7,447
-298
447
$561K 0.01%
29,910
+1,535
448
$560K 0.01%
+19,485
449
$548K 0.01%
46,086
-21,225
450
$548K 0.01%
52,304
+36,629
16 17
18
19 20