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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$349K 0.01%
13,252
+1,236
477
$349K 0.01%
+5,102
478
$347K 0.01%
25,672
479
$346K 0.01%
+23,417
480
$344K 0.01%
+22,759
481
$334K 0.01%
7,673
-11,863
482
$333K 0.01%
+4,323
483
$333K 0.01%
+8,359
484
$333K 0.01%
4,601
-662
485
$332K 0.01%
+12,930
486
$330K 0.01%
+8,860
487
$328K 0.01%
+11,414
488
$328K 0.01%
+35,059
489
$328K 0.01%
8,345
490
$327K 0.01%
+4,459
491
$327K 0.01%
7,210
-8,660
492
$326K 0.01%
11,517
-17,596
493
$324K 0.01%
4,215
-11,203
494
$321K 0.01%
16,359
-1,517
495
$321K 0.01%
+9,198
496
$321K 0.01%
40,094
+3,577
497
$319K 0.01%
+11,202
498
$317K 0.01%
+7,411
499
$316K 0.01%
9,939
+759
500
$316K 0.01%
5,905
18 19
20
21 22