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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$475K 0.02%
+4,128
452
$474K 0.02%
70,587
-7,385
453
$473K 0.02%
6,904
-127
454
$473K 0.02%
+34,518
455
$470K 0.02%
+17,259
456
$468K 0.02%
3,791
+1,224
457
$467K 0.02%
10,042
+258
458
$463K 0.02%
+7,662
459
$463K 0.02%
+11,854
460
$463K 0.02%
5,237
+252
461
$462K 0.02%
2,330
-2,963
462
$461K 0.02%
+21,387
463
$457K 0.02%
+24,091
464
$455K 0.02%
+5,360
465
$455K 0.02%
+4,236
466
$455K 0.02%
+43,468
467
$454K 0.02%
+4,243
468
$452K 0.02%
+6,564
469
$452K 0.02%
+31,444
470
$447K 0.02%
+8,122
471
$446K 0.02%
+5,880
472
$446K 0.02%
+15,345
473
$446K 0.02%
17,551
-705
474
$445K 0.02%
6,219
-796
475
$444K 0.02%
+7,651
17 18
19
20 21