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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$402K 0.01%
41,197
+16,445
477
$388K 0.01%
+7,412
478
$378K 0.01%
+614
479
$376K 0.01%
+3,283
480
$370K 0.01%
17,182
481
$368K 0.01%
+3,585
482
$368K 0.01%
2,674
-4,902
483
$359K 0.01%
9,456
+1,832
484
$359K 0.01%
20,855
+1,554
485
$356K 0.01%
+14,530
486
$355K 0.01%
+20,924
487
$350K 0.01%
4,386
+1,698
488
$346K 0.01%
+2,693
489
$342K 0.01%
+3,496
490
$335K 0.01%
9,732
+1,259
491
$332K 0.01%
4,003
+10
492
$330K 0.01%
+8,021
493
$329K 0.01%
+6,886
494
$320K 0.01%
+1,395
495
$316K 0.01%
17,128
496
$310K 0.01%
8,884
-18,381
497
$306K 0.01%
2,668
498
$305K 0.01%
49,572
+3,534
499
$304K 0.01%
2,645
-53,702
500
$300K 0.01%
5,698
-631
18 19
20
21 22