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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.7M 0.98%
230,856
+11,634
27
$27.5M 0.98%
291,435
+2,920
28
$24.5M 0.87%
438,830
+155,900
29
$24.4M 0.87%
840,762
-68,192
30
$24.4M 0.87%
432,159
+20,290
31
$23.8M 0.84%
538,634
+15,127
32
$23.7M 0.84%
575,784
+29,576
33
$22.9M 0.81%
922,995
+47,698
34
$22.5M 0.8%
267,120
+9,108
35
$22.2M 0.79%
562,160
+28,502
36
$22.1M 0.78%
519,214
+27,058
37
$21.9M 0.78%
272,168
+12,876
38
$20.7M 0.73%
445,137
+22,798
39
$19.9M 0.71%
273,855
+146,592
40
$19.4M 0.69%
1,266,764
+105,636
41
$19.3M 0.69%
310,816
-15,433
42
$19.2M 0.68%
162,531
-4,751
43
$18.9M 0.67%
605,526
+30,480
44
$18.3M 0.65%
437,205
+22,698
45
$18.3M 0.65%
+257,959
46
$17.6M 0.62%
275,541
-133,158
47
$17.5M 0.62%
210,821
+63,870
48
$17.5M 0.62%
293,641
+7,286
49
$17.3M 0.61%
431,285
+13,530
50
$16.8M 0.6%
140,502
-3,024
1
2
3 4 5