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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$406K 0.01%
7,580
+721
452
$405K 0.01%
16,038
+1,384
453
$403K 0.01%
+20,607
454
$397K 0.01%
+12,974
455
$395K 0.01%
15,538
+1,365
456
$394K 0.01%
13,359
-6
457
$384K 0.01%
+8,379
458
$381K 0.01%
17,624
+1,494
459
$380K 0.01%
9,007
-10,448
460
$380K 0.01%
+20,073
461
$379K 0.01%
+9,726
462
$375K 0.01%
+10,754
463
$372K 0.01%
23,910
+2,160
464
$371K 0.01%
+7,314
465
$364K 0.01%
2,836
-116
466
$363K 0.01%
2,986
-1,562
467
$361K 0.01%
3,107
-158
468
$361K 0.01%
2,687
+223
469
$358K 0.01%
13,166
+3,288
470
$357K 0.01%
12,070
-6,138
471
$356K 0.01%
9,914
-1,159
472
$355K 0.01%
3,025
-18,317
473
$354K 0.01%
19,892
-11,390
474
$353K 0.01%
+13,346
475
$350K 0.01%
4,300
-267,868
17 18
19
20 21