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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$958K 0.02%
+36,385
427
$958K 0.02%
+29,474
428
$949K 0.02%
14,680
+658
429
$929K 0.02%
14,753
-11,549
430
$906K 0.02%
+14,808
431
$903K 0.02%
+201,555
432
$901K 0.02%
26,299
-3,430
433
$885K 0.02%
27,741
434
$884K 0.02%
57,414
+3,322
435
$830K 0.02%
9,639
+440
436
$825K 0.02%
15,086
+807
437
$823K 0.02%
27,569
438
$811K 0.02%
18,325
+798
439
$810K 0.02%
32,165
-2,055
440
$807K 0.02%
25,594
+3,338
441
$805K 0.02%
+20,553
442
$799K 0.02%
26,070
-19,403
443
$792K 0.02%
+26,447
444
$779K 0.02%
+8,402
445
$774K 0.02%
26,821
-3,292
446
$769K 0.02%
8,653
+44
447
$767K 0.02%
+13,617
448
$758K 0.02%
+14,888
449
$748K 0.02%
13,295
+639
450
$717K 0.02%
+8,334
16 17
18
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