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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$44.9M 0.98%
1,028,957
+9,409
27
$43.3M 0.94%
462,667
+1,850
28
$42.6M 0.93%
527,234
+36,303
29
$42M 0.91%
906,676
-2,856
30
$41.7M 0.91%
+487,323
31
$40.8M 0.89%
717,622
+6,658
32
$40.6M 0.88%
944,440
+7,401
33
$39.8M 0.87%
908,095
+8,278
34
$39.8M 0.87%
354,419
+2,528
35
$39.3M 0.86%
424,522
+4,929
36
$39.3M 0.85%
554,256
+4,211
37
$39.3M 0.85%
252,114
+1,791
38
$38.9M 0.85%
353,704
+2,400
39
$37.6M 0.82%
543,210
+3,413
40
$36.7M 0.8%
727,417
+5,805
41
$36M 0.78%
550,895
+4,504
42
$35.7M 0.78%
145,515
-100
43
$35.1M 0.76%
3,171,803
+20,980
44
$34.5M 0.75%
177,654
+15,567
45
$33.6M 0.73%
395,600
+8,820
46
$32.5M 0.71%
792,528
+5,447
47
$31.9M 0.69%
235,988
+518
48
$31.7M 0.69%
378,641
+2,355
49
$29.7M 0.65%
529,859
+4,710
50
$29.5M 0.64%
640,676
+3,437
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2
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