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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$369K 0.01%
3,172
+527
477
$366K 0.01%
6,106
-16,174
478
$357K 0.01%
22,213
+1,289
479
$351K 0.01%
+2,402
480
$347K 0.01%
17,565
-28,389
481
$341K 0.01%
15,937
-1,191
482
$333K 0.01%
3,021
+866
483
$326K 0.01%
+10,549
484
$324K 0.01%
+8,207
485
$319K 0.01%
7,539
-1,917
486
$302K 0.01%
+5,224
487
$301K 0.01%
+9,845
488
$300K 0.01%
+12,435
489
$296K 0.01%
+2,314
490
$294K 0.01%
+6,461
491
$290K 0.01%
1,496
+156
492
$290K 0.01%
5,451
-247
493
$287K 0.01%
17,871
-453
494
$286K 0.01%
+1,113
495
$281K 0.01%
+3,103
496
$281K 0.01%
8,392
-5,552
497
$280K 0.01%
11,009
-11,051
498
$277K 0.01%
11,870
+1,430
499
$274K 0.01%
5,132
+1,137
500
$274K 0.01%
+8,200
18 19
20
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