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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$713K 0.02%
+40,380
452
$709K 0.02%
6,920
453
$707K 0.02%
23,399
+178
454
$696K 0.02%
12,087
-409
455
$693K 0.02%
18,350
-43,902
456
$690K 0.02%
+35,351
457
$679K 0.01%
6,228
+824
458
$676K 0.01%
9,710
-4,815
459
$636K 0.01%
20,627
460
$630K 0.01%
14,550
-4
461
$623K 0.01%
3,224
-2,002
462
$618K 0.01%
13,647
-1
463
$595K 0.01%
+42,363
464
$594K 0.01%
+50,742
465
$573K 0.01%
+10,676
466
$573K 0.01%
+4,355
467
$531K 0.01%
+11,004
468
$484K 0.01%
3,984
-49
469
$471K 0.01%
26,577
+2,235
470
$459K 0.01%
+20,677
471
$451K 0.01%
5,935
+701
472
$444K 0.01%
+11,721
473
$440K 0.01%
27,538
-583
474
$438K 0.01%
2,726
-1
475
$417K 0.01%
+3,780
17 18
19
20 21