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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$559K 0.01%
57,232
-22,454
452
$545K 0.01%
+42,953
453
$545K 0.01%
+52,575
454
$545K 0.01%
+8,107
455
$540K 0.01%
+13,301
456
$531K 0.01%
9,773
+4,435
457
$520K 0.01%
+28,375
458
$518K 0.01%
20,600
459
$516K 0.01%
+28,223
460
$504K 0.01%
7,210
+233
461
$503K 0.01%
4,767
+111
462
$499K 0.01%
3,543
+869
463
$498K 0.01%
6,475
-12,429
464
$497K 0.01%
+14,849
465
$486K 0.01%
56,632
-30,487
466
$478K 0.01%
8,602
+2
467
$454K 0.01%
2,713
-11,979
468
$453K 0.01%
7,850
+237
469
$447K 0.01%
+11,102
470
$425K 0.01%
+2,259
471
$423K 0.01%
18,045
-52,015
472
$407K 0.01%
13,604
+3,189
473
$406K 0.01%
50,000
474
$378K 0.01%
+4,898
475
$378K 0.01%
17,182
17 18
19
20 21