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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$343K 0.01%
+17,733
477
$342K 0.01%
7,015
-1,330
478
$341K 0.01%
+5,873
479
$339K 0.01%
+7,867
480
$339K 0.01%
11,433
-84
481
$336K 0.01%
+3,903
482
$335K 0.01%
22,758
+2,841
483
$334K 0.01%
+7,064
484
$333K 0.01%
+12,149
485
$330K 0.01%
+6,110
486
$330K 0.01%
+36,502
487
$329K 0.01%
+6,145
488
$327K 0.01%
+12,049
489
$324K 0.01%
+7,600
490
$323K 0.01%
+21,234
491
$322K 0.01%
+5,479
492
$321K 0.01%
8,835
-548,469
493
$320K 0.01%
+37,812
494
$320K 0.01%
+3,344
495
$318K 0.01%
+3,747
496
$316K 0.01%
+5,701
497
$315K 0.01%
+5,001
498
$314K 0.01%
+15,601
499
$314K 0.01%
+10,030
500
$314K 0.01%
+11,242
18 19
20
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