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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.5M 1%
281,477
+23,033
27
$35.2M 1%
548,419
+35,892
28
$35.1M 0.99%
534,048
+44,704
29
$33.3M 0.94%
486,329
+40,602
30
$33M 0.93%
780,528
+769,518
31
$32.4M 0.92%
513,156
+43,845
32
$32.2M 0.91%
394,331
+32,251
33
$30.6M 0.86%
306,421
+25,055
34
$30.5M 0.86%
395,382
+28,975
35
$30.3M 0.86%
235,984
+1,132
36
$30M 0.85%
1,932,628
+158,447
37
$29.8M 0.84%
939,187
+61,594
38
$28.8M 0.82%
366,594
+156,695
39
$28.8M 0.81%
801,646
+66,866
40
$28.2M 0.8%
376,430
+30,338
41
$28M 0.79%
652,640
+51,378
42
$26.4M 0.75%
272,052
+23,215
43
$26M 0.73%
549,403
+46,333
44
$25.3M 0.72%
894,368
+120,664
45
$23.6M 0.67%
463,656
+38,196
46
$23.1M 0.65%
572,993
+46,657
47
$23M 0.65%
315,438
+25,504
48
$23M 0.65%
+284,732
49
$21.8M 0.62%
200,154
-2,728
50
$21.1M 0.6%
674,415
+57,140
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