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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32M 1.04%
489,668
+27,822
27
$30.8M 1%
538,058
+26,451
28
$30.2M 0.98%
672,240
-62,327
29
$29.7M 0.96%
1,069,161
+76,943
30
$28.6M 0.93%
664,163
+45,219
31
$27.2M 0.88%
778,576
-14,533
32
$26.3M 0.85%
296,873
+20,276
33
$25.7M 0.83%
506,308
+35,147
34
$25.6M 0.83%
1,405,193
+93,012
35
$25.2M 0.82%
512,261
+46,902
36
$25.1M 0.81%
911,028
+55,224
37
$24.9M 0.81%
640,644
+38,150
38
$24.9M 0.81%
361,055
+26,209
39
$24.4M 0.79%
+481,750
40
$24.3M 0.79%
755,662
+23,266
41
$24.2M 0.78%
210,554
+16,116
42
$22.9M 0.74%
578,430
+37,315
43
$22.5M 0.73%
163,439
+157,729
44
$22.4M 0.73%
309,129
+14,913
45
$22.1M 0.72%
270,887
-13,663
46
$22M 0.71%
+476,478
47
$20.9M 0.68%
464,884
+32,114
48
$20.8M 0.67%
681,542
+32,328
49
$20.6M 0.67%
255,789
-14,513
50
$20.5M 0.66%
336,990
+21,839
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