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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$298K 0.01%
2,042
+13
477
$289K 0.01%
+6,640
478
$283K 0.01%
8,537
-4,764
479
$277K 0.01%
8,392
480
$276K 0.01%
+2,555
481
$274K 0.01%
+7,408
482
$272K 0.01%
2,296
-876
483
$260K 0.01%
+6,868
484
$259K 0.01%
1,386
-1,327
485
$257K 0.01%
11,359
486
$257K 0.01%
+1,114
487
$254K 0.01%
+10,790
488
$252K 0.01%
2,812
-3,663
489
$250K 0.01%
+1,739
490
$244K 0.01%
29,512
+864
491
$238K 0.01%
+1,263
492
$237K 0.01%
6,830
-93
493
$237K 0.01%
5,659
-125
494
$236K 0.01%
+4,225
495
$233K 0.01%
+3,217
496
$233K 0.01%
5,909
-3,936
497
$233K 0.01%
2,624
-12,415
498
$231K 0.01%
3,170
-1
499
$229K 0.01%
+20,449
500
$228K 0.01%
9,213
18 19
20
21 22