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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$467K 0.01%
8,892
-688
452
$459K 0.01%
15,962
-6,414
453
$453K 0.01%
109,647
+29,692
454
$448K 0.01%
4,270
+2,196
455
$447K 0.01%
+7,533
456
$447K 0.01%
12,244
-5,108
457
$447K 0.01%
+5,989
458
$443K 0.01%
+8,658
459
$442K 0.01%
+24,468
460
$439K 0.01%
+9,155
461
$438K 0.01%
+5,186
462
$437K 0.01%
+7,808
463
$435K 0.01%
+13,982
464
$424K 0.01%
11,288
-46,760
465
$420K 0.01%
23,720
-9,879
466
$418K 0.01%
19,301
-225
467
$416K 0.01%
+10,670
468
$413K 0.01%
+21,851
469
$408K 0.01%
+18,492
470
$393K 0.01%
16,797
-7,449
471
$390K 0.01%
12,248
+5,583
472
$389K 0.01%
13,779
-4,746
473
$387K 0.01%
55,706
-115,959
474
$385K 0.01%
9,416
-4,254
475
$383K 0.01%
46,038
-10,397
17 18
19
20 21