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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$511K 0.01%
51,679
+21,721
452
$507K 0.01%
9,580
+2
453
$488K 0.01%
7,201
+3,155
454
$477K 0.01%
10,195
+233
455
$473K 0.01%
+16,700
456
$461K 0.01%
27,229
-26,333
457
$460K 0.01%
59,101
-2,000
458
$458K 0.01%
40,135
-1,357
459
$452K 0.01%
+7,558
460
$446K 0.01%
18,525
-690
461
$446K 0.01%
49,667
-1,680
462
$435K 0.01%
+4,600
463
$421K 0.01%
3,271
-8,342
464
$420K 0.01%
11,640
-4,658
465
$420K 0.01%
12,538
-10,966
466
$408K 0.01%
5,515
+976
467
$407K 0.01%
36,047
-13,657
468
$407K 0.01%
+6,681
469
$405K 0.01%
+17,726
470
$395K 0.01%
14,250
+4,862
471
$395K 0.01%
51,321
472
$394K 0.01%
16,373
-5,502
473
$385K 0.01%
+16,190
474
$381K 0.01%
+11,788
475
$380K 0.01%
25,047
+1,854
17 18
19
20 21