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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$410K 0.01%
7,395
-5,040
452
$399K 0.01%
+4,829
453
$392K 0.01%
21,207
+5,516
454
$392K 0.01%
7,639
-2,580
455
$387K 0.01%
+17,793
456
$386K 0.01%
+8,196
457
$385K 0.01%
+10,345
458
$384K 0.01%
+7,596
459
$384K 0.01%
4,042
-173
460
$377K 0.01%
10,769
+15
461
$376K 0.01%
+7,182
462
$376K 0.01%
3,003
+17
463
$365K 0.01%
+5,299
464
$362K 0.01%
+9,222
465
$362K 0.01%
+29,250
466
$360K 0.01%
+13,767
467
$359K 0.01%
+7,671
468
$357K 0.01%
+21,388
469
$356K 0.01%
+26,917
470
$353K 0.01%
5,272
-588
471
$352K 0.01%
5,878
-17,655
472
$351K 0.01%
+10,487
473
$351K 0.01%
+11,288
474
$347K 0.01%
+3,947
475
$343K 0.01%
3,643
-680
17 18
19
20 21