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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$443K 0.02%
+15,743
477
$441K 0.02%
1,734
-312
478
$440K 0.02%
+35,113
479
$439K 0.02%
+16,124
480
$436K 0.02%
13,063
-729
481
$436K 0.02%
+33,096
482
$431K 0.02%
11,097
-13,467
483
$430K 0.02%
+11,054
484
$429K 0.02%
40,584
-9,816
485
$429K 0.02%
5,209
-1,055
486
$428K 0.02%
4,229
-100
487
$428K 0.02%
19,051
-14,922
488
$428K 0.02%
+14,378
489
$427K 0.02%
+38,131
490
$425K 0.02%
5,263
-757
491
$425K 0.02%
+32,596
492
$418K 0.01%
3,265
+291
493
$417K 0.01%
5,695
+470
494
$415K 0.01%
+11,554
495
$413K 0.01%
+20,049
496
$412K 0.01%
6,273
-5,951
497
$411K 0.01%
28,830
+2,107
498
$409K 0.01%
3,053
-4,849
499
$409K 0.01%
+33,055
500
$408K 0.01%
2,464
+481
18 19
20
21 22