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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$377K 0.01%
+8,244
477
$371K 0.01%
+9,278
478
$357K 0.01%
+5,498
479
$356K 0.01%
11,824
-4,876
480
$352K 0.01%
+4,285
481
$351K 0.01%
+8,737
482
$350K 0.01%
16,190
483
$345K 0.01%
+11,951
484
$344K 0.01%
6,329
+337
485
$340K 0.01%
4,750
486
$330K 0.01%
8,473
+1,245
487
$330K 0.01%
3,993
+14
488
$327K 0.01%
+8,284
489
$325K 0.01%
+12,441
490
$324K 0.01%
5,970
491
$321K 0.01%
7,037
-145
492
$319K 0.01%
+7,463
493
$314K 0.01%
+16,215
494
$313K 0.01%
11,826
+787
495
$311K 0.01%
2,668
-16
496
$310K 0.01%
21,362
497
$308K 0.01%
6,298
-8,032
498
$307K 0.01%
8,756
-1,146
499
$307K 0.01%
23,022
-25,702
500
$306K 0.01%
15,301
-54
18 19
20
21 22