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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$404K 0.01%
14,654
+1,473
502
$403K 0.01%
5,264
-528
503
$397K 0.01%
14,871
-13,415
504
$397K 0.01%
19,893
-1,112
505
$395K 0.01%
+5,553
506
$394K 0.01%
+35,265
507
$391K 0.01%
11,341
-6,038
508
$390K 0.01%
+12,016
509
$389K 0.01%
+20,230
510
$385K 0.01%
6,580
-4,080
511
$385K 0.01%
+10,489
512
$382K 0.01%
+14,587
513
$381K 0.01%
+17,733
514
$379K 0.01%
+17,876
515
$379K 0.01%
14,173
+1,438
516
$373K 0.01%
+9,034
517
$373K 0.01%
+12,447
518
$372K 0.01%
+24,885
519
$371K 0.01%
+33,213
520
$371K 0.01%
2,952
-54
521
$369K 0.01%
16,130
-9,208
522
$366K 0.01%
+15,806
523
$365K 0.01%
12,109
+1,172
524
$357K 0.01%
+25,672
525
$353K 0.01%
+6,859
19 20
21
22 23