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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$43.9M 1.12%
591,875
+71,634
27
$40.6M 1.03%
425,545
+38,847
28
$40.5M 1.03%
307,350
+18,710
29
$38.1M 0.97%
2,130,248
+141,701
30
$37.4M 0.95%
726,482
+87,726
31
$36.8M 0.94%
564,977
+37,745
32
$35.7M 0.91%
842,207
+67,098
33
$34.6M 0.88%
516,070
+53,709
34
$33.7M 0.86%
300,557
+20,338
35
$33.1M 0.84%
469,074
+49,298
36
$32.1M 0.82%
885,502
+57,132
37
$31.6M 0.8%
404,615
+28,516
38
$30.6M 0.78%
852,856
+10,808
39
$29.9M 0.76%
604,393
+69,701
40
$28.9M 0.74%
511,708
+60,350
41
$28.9M 0.73%
316,757
+19,221
42
$28.5M 0.72%
496,608
+3,312
43
$28.4M 0.72%
199,594
+15,851
44
$27.1M 0.69%
225,097
+16,286
45
$25.9M 0.66%
512,956
+58,038
46
$24.8M 0.63%
526,093
+36,679
47
$24.6M 0.63%
+959,391
48
$24.1M 0.61%
625,724
+69,342
49
$23.3M 0.59%
141,914
-14,173
50
$22.9M 0.58%
+779,114
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