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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$298K 0.01%
+38,501
477
$298K 0.01%
+4,083
478
$282K 0.01%
29,150
479
$280K 0.01%
4,386
-1,081
480
$272K 0.01%
3,266
-3,990
481
$271K 0.01%
15,366
-1,770
482
$265K 0.01%
7,782
-1,394
483
$255K 0.01%
6,248
+12
484
$252K 0.01%
+12,718
485
$240K 0.01%
+7,673
486
$238K 0.01%
6,320
-258
487
$237K 0.01%
+1,080
488
$235K 0.01%
3,170
489
$225K 0.01%
+7,295
490
$217K ﹤0.01%
7,343
-128
491
$217K ﹤0.01%
24,224
-1,360
492
$211K ﹤0.01%
+11,340
493
$208K ﹤0.01%
+1,651
494
$207K ﹤0.01%
+1,888
495
$174K ﹤0.01%
+21,262
496
$152K ﹤0.01%
15,490
-28
497
$147K ﹤0.01%
+10,890
498
$133K ﹤0.01%
+14,856
499
$121K ﹤0.01%
+16,868
500
$115K ﹤0.01%
11,228
+24
18 19
20
21 22