ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47.7M 1.06%
460,817
+1,726
27
$46.9M 1.04%
275,353
+1,901
28
$46.8M 1.04%
1,019,548
+240,878
29
$44.3M 0.98%
710,964
-2,710
30
$41.5M 0.92%
550,045
+5,663
31
$41.2M 0.92%
563,640
+22,141
32
$41M 0.91%
937,039
+11,103
33
$39.8M 0.88%
250,323
+4,980
34
$39.7M 0.88%
419,593
-166,381
35
$39.7M 0.88%
1,426,462
+12,922
36
$39.1M 0.87%
899,817
-37,868
37
$38.3M 0.85%
699,280
+18,067
38
$38.1M 0.85%
909,532
+6,344
39
$37.6M 0.83%
546,391
+9,924
40
$37.6M 0.83%
+721,612
41
$37.1M 0.82%
351,304
+17,002
42
$37M 0.82%
539,797
+3,591
43
$35.6M 0.79%
235,470
-759
44
$34.9M 0.78%
3,150,823
+30,452
45
$33.8M 0.75%
351,891
+3,788
46
$32.8M 0.73%
+787,081
47
$32.6M 0.72%
514,982
+11,437
48
$31.2M 0.69%
145,615
+1,146
49
$30.4M 0.67%
89,855
+347
50
$29.1M 0.65%
525,149
+8,170
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