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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47.8M 1.12%
449,743
+5,808
27
$46.6M 1.09%
606,856
+1,339
28
$46.2M 1.08%
398,433
-27,757
29
$44.6M 1.04%
703,546
+9,727
30
$44.1M 1.03%
2,207,502
+26,650
31
$41.2M 0.96%
311,532
+4,623
32
$40.4M 0.95%
753,669
+10,736
33
$39.7M 0.93%
764,455
+226,722
34
$39.1M 0.92%
869,746
+10,384
35
$37.4M 0.88%
317,772
+3,940
36
$37.1M 0.87%
527,941
+4,232
37
$36.7M 0.86%
902,290
+10,146
38
$35.4M 0.83%
484,232
+5,339
39
$34.4M 0.81%
892,528
+19,808
40
$33.3M 0.78%
194,643
-2,568
41
$32.8M 0.77%
625,356
+7,836
42
$32.5M 0.76%
328,370
+4,263
43
$32.5M 0.76%
527,625
+4,620
44
$31.5M 0.74%
+494,129
45
$31.3M 0.73%
+342,029
46
$31.2M 0.73%
231,479
+2,686
47
$29.8M 0.7%
531,852
+7,612
48
$28.4M 0.67%
407,483
-6,638
49
$28.2M 0.66%
143,923
-1,438
50
$27.2M 0.64%
87,713
+980
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