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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.9M 0.97%
318,094
-1,366
27
$26.8M 0.93%
511,607
-70,408
28
$26.6M 0.93%
461,846
+29,687
29
$25.6M 0.89%
489,785
+50,955
30
$25.3M 0.88%
793,109
+486,698
31
$25M 0.87%
992,218
+69,223
32
$24.9M 0.87%
270,302
-28,935
33
$23.7M 0.83%
284,550
+17,430
34
$23.3M 0.81%
618,944
+43,160
35
$22.4M 0.78%
602,494
+40,334
36
$22.3M 0.78%
767,020
-73,742
37
$22.1M 0.77%
276,597
+18,638
38
$22M 0.77%
206,704
-4,117
39
$21.9M 0.76%
557,304
+38,090
40
$21.7M 0.76%
334,846
+24,030
41
$21.6M 0.75%
855,804
+153,292
42
$21.4M 0.75%
465,359
+28,154
43
$21.3M 0.74%
541,115
+393,452
44
$21.3M 0.74%
471,161
+26,024
45
$21.1M 0.74%
1,312,181
+45,417
46
$20.4M 0.71%
194,438
+142,064
47
$19.9M 0.69%
251,783
+62,114
48
$19.6M 0.68%
58,472
+36,567
49
$19.5M 0.68%
294,216
+20,361
50
$19M 0.66%
732,396
+63,904
1
2
3 4 5