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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$906K 0.02%
+41,162
427
$897K 0.02%
34,220
-41,690
428
$897K 0.02%
17,527
-1,074
429
$894K 0.02%
16,572
-8,306
430
$886K 0.02%
+20,688
431
$885K 0.02%
5,226
+854
432
$879K 0.02%
14,022
-385
433
$878K 0.02%
69,520
-9,128
434
$861K 0.02%
+14,525
435
$858K 0.02%
+12,496
436
$826K 0.02%
+21,395
437
$820K 0.02%
+30,113
438
$782K 0.02%
27,569
-733
439
$781K 0.02%
14,279
+1,162
440
$781K 0.02%
18,713
-1,282
441
$768K 0.02%
+20,627
442
$735K 0.02%
+27,741
443
$732K 0.02%
39,366
-7,383
444
$722K 0.02%
22,717
+2,570
445
$703K 0.02%
14,554
-395
446
$697K 0.02%
+28,173
447
$690K 0.02%
6,920
-184
448
$635K 0.01%
+22,256
449
$629K 0.01%
+30,679
450
$628K 0.01%
+12,656
16 17
18
19 20