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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$313K 0.01%
18,169
502
$312K 0.01%
+3,207
503
$311K 0.01%
+8,364
504
$310K 0.01%
1,232
-502
505
$308K 0.01%
+9,161
506
$308K 0.01%
+16,146
507
$307K 0.01%
+1,999
508
$306K 0.01%
21,668
509
$305K 0.01%
6,324
510
$305K 0.01%
7,695
-3,402
511
$302K 0.01%
+13,609
512
$302K 0.01%
9,699
-16,560
513
$302K 0.01%
2,363
-690
514
$301K 0.01%
+8,326
515
$299K 0.01%
12,506
-3,300
516
$297K 0.01%
24,163
517
$297K 0.01%
+11,468
518
$297K 0.01%
+3,990
519
$297K 0.01%
2,671
-3,842
520
$295K 0.01%
+31
521
$295K 0.01%
8,571
-1,918
522
$295K 0.01%
+4,743
523
$294K 0.01%
+14,568
524
$294K 0.01%
+6,960
525
$293K 0.01%
+7,641
19 20
21
22 23