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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$379K 0.01%
+8,182
477
$377K 0.01%
3,582
-4,522
478
$374K 0.01%
+3,447
479
$371K 0.01%
+9,902
480
$366K 0.01%
1,139
-10,269
481
$361K 0.01%
5,970
+377
482
$353K 0.01%
+1,997
483
$342K 0.01%
13,911
-19,945
484
$341K 0.01%
4,605
-143
485
$339K 0.01%
+4,615
486
$338K 0.01%
+6,029
487
$335K 0.01%
+9,298
488
$332K 0.01%
4,740
489
$331K 0.01%
5,630
-25,903
490
$330K 0.01%
+7,089
491
$330K 0.01%
+6,164
492
$329K 0.01%
17,182
493
$321K 0.01%
3,979
+11
494
$319K 0.01%
1,539
+5
495
$317K 0.01%
4,750
-709
496
$315K 0.01%
+9,189
497
$310K 0.01%
+47,745
498
$307K 0.01%
+4,098
499
$305K 0.01%
2,684
-1
500
$304K 0.01%
30,251
+3,145
18 19
20
21 22