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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$304K 0.01%
+4,538
502
$303K 0.01%
7,182
-337
503
$301K 0.01%
+52,013
504
$300K 0.01%
5,992
+2
505
$298K 0.01%
10,773
+70
506
$297K 0.01%
+16,722
507
$290K 0.01%
+3,330
508
$289K 0.01%
+7,228
509
$287K 0.01%
3,306
+528
510
$284K 0.01%
+5,187
511
$284K 0.01%
19,560
+2,697
512
$281K 0.01%
23,134
+7,036
513
$276K 0.01%
24,484
-30,751
514
$274K 0.01%
2,597
-155
515
$273K 0.01%
+13,256
516
$269K 0.01%
6,753
-27,471
517
$264K 0.01%
21,362
+9,879
518
$262K 0.01%
+11,701
519
$260K 0.01%
+7,346
520
$259K 0.01%
4,838
-77,895
521
$255K 0.01%
+4,003
522
$254K 0.01%
5,932
-9
523
$253K 0.01%
+13,572
524
$249K 0.01%
22,298
-78
525
$249K 0.01%
+10,185
19 20
21
22 23