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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$574K 0.01%
26,743
+1,296
452
$572K 0.01%
108,081
+12,796
453
$565K 0.01%
10,734
+1,842
454
$559K 0.01%
+16,526
455
$550K 0.01%
67,855
+13,122
456
$547K 0.01%
+6,977
457
$543K 0.01%
+43,039
458
$540K 0.01%
19,390
+5,611
459
$540K 0.01%
54,901
+693
460
$540K 0.01%
34,674
+12,823
461
$536K 0.01%
+14,906
462
$533K 0.01%
+20,600
463
$529K 0.01%
8,600
+465
464
$526K 0.01%
+51,940
465
$507K 0.01%
42,633
-1,710
466
$501K 0.01%
7,613
-1,553
467
$492K 0.01%
+4,656
468
$487K 0.01%
+8,776
469
$458K 0.01%
8,607
+3,155
470
$442K 0.01%
+10,568
471
$424K 0.01%
+9,903
472
$418K 0.01%
+11,811
473
$412K 0.01%
+25,866
474
$404K 0.01%
13,944
+3,908
475
$403K 0.01%
+50,000
17 18
19
20 21