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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$391K 0.01%
4,565
+1,299
477
$369K 0.01%
+10,608
478
$359K 0.01%
2,886
+5
479
$346K 0.01%
+1,198
480
$346K 0.01%
6,664
-4
481
$332K 0.01%
2,377
482
$315K 0.01%
+12,104
483
$307K 0.01%
+6,390
484
$299K 0.01%
+6,520
485
$290K 0.01%
4,195
-191
486
$281K 0.01%
15,354
-12
487
$281K 0.01%
+6,445
488
$273K 0.01%
28,768
+4,544
489
$261K 0.01%
+6,032
490
$260K 0.01%
3,297
-2,110
491
$259K 0.01%
6,022
-298
492
$255K 0.01%
+1,558
493
$247K 0.01%
5,904
-344
494
$246K 0.01%
+6,317
495
$242K 0.01%
5,355
-169,174
496
$242K 0.01%
1,098
-38,058
497
$242K 0.01%
+22,516
498
$240K 0.01%
+1,667
499
$238K 0.01%
+3,769
500
$238K 0.01%
+872
18 19
20
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