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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$45.9M 1.14%
266,731
+165,839
27
$45.3M 1.12%
1,015,008
-187,079
28
$41.7M 1.03%
574,748
+9,771
29
$40.5M 1%
313,832
+6,482
30
$38.6M 0.96%
742,933
+16,451
31
$38.5M 0.95%
859,362
+17,155
32
$38.1M 0.94%
2,180,852
+50,604
33
$37.4M 0.93%
306,909
+6,352
34
$36.8M 0.91%
478,893
+9,819
35
$36.4M 0.9%
523,709
+7,639
36
$34.7M 0.86%
892,144
+6,642
37
$32.7M 0.81%
617,520
+13,127
38
$31.4M 0.78%
872,720
+19,864
39
$30.3M 0.75%
304,520
-121,025
40
$29.9M 0.74%
523,005
+11,297
41
$29.8M 0.74%
197,211
-2,383
42
$28.6M 0.71%
228,793
+3,696
43
$28M 0.69%
507,934
+11,326
44
$27.4M 0.68%
524,240
+11,284
45
$27.4M 0.68%
324,107
+7,350
46
$27.3M 0.68%
414,121
+9,506
47
$27M 0.67%
145,361
+3,447
48
$26.8M 0.66%
760,193
+16,387
49
$26.3M 0.65%
537,733
+11,640
50
$26M 0.64%
638,998
+13,274
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