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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$313K 0.01%
6,778
-14,000
502
$313K 0.01%
4,021
-580
503
$313K 0.01%
+6,342
504
$312K 0.01%
1,609
-289
505
$311K 0.01%
+9,263
506
$309K 0.01%
22,600
-32,950
507
$307K 0.01%
+8,311
508
$306K 0.01%
5,400
-1,810
509
$305K 0.01%
+6,889
510
$304K 0.01%
+2,777
511
$303K 0.01%
+9,845
512
$297K 0.01%
+2,460
513
$294K 0.01%
+15,464
514
$293K 0.01%
+12,490
515
$291K 0.01%
2,563
-544
516
$291K 0.01%
7,975
-3,299
517
$288K 0.01%
+5,264
518
$283K 0.01%
+17,206
519
$281K 0.01%
24,523
-10,439
520
$281K 0.01%
+7,198
521
$281K 0.01%
+4,158
522
$280K 0.01%
6,440
-1,255
523
$280K 0.01%
+3,761
524
$280K 0.01%
+7,568
525
$279K 0.01%
5,581
-7,801
19 20
21
22 23