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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$547K 0.01%
19,645
-921
452
$516K 0.01%
8,472
-2,365
453
$499K 0.01%
26,416
-52,882
454
$494K 0.01%
50,000
455
$488K 0.01%
3,885
-976
456
$469K 0.01%
+65,611
457
$453K 0.01%
26,250
-25,980
458
$441K 0.01%
17,182
459
$436K 0.01%
324
460
$422K 0.01%
4,898
461
$370K 0.01%
2,497
-1,046
462
$366K 0.01%
+3,675
463
$352K 0.01%
3,175
+154
464
$349K 0.01%
+17,632
465
$343K 0.01%
7,539
466
$343K 0.01%
+8,267
467
$336K 0.01%
11,769
+4,191
468
$333K 0.01%
5,489
+38
469
$330K 0.01%
+12,700
470
$321K 0.01%
+6,495
471
$306K 0.01%
9,266
-26,895
472
$304K 0.01%
18,195
+324
473
$304K 0.01%
+16,165
474
$302K 0.01%
20,614
+14
475
$301K 0.01%
11,584
17 18
19
20 21