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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$306K 0.01%
4,831
-6,483
502
$306K 0.01%
+9,375
503
$303K 0.01%
11,390
-48,168
504
$303K 0.01%
+18,559
505
$302K 0.01%
+7,624
506
$300K 0.01%
+7,867
507
$295K 0.01%
6,635
-2,663
508
$294K 0.01%
10,855
+82
509
$294K 0.01%
1,132
+7
510
$293K 0.01%
7,002
-68,436
511
$290K 0.01%
7,945
-38,764
512
$290K 0.01%
21,432
-8,819
513
$289K 0.01%
+29,750
514
$287K 0.01%
+16,260
515
$283K 0.01%
19,394
516
$281K 0.01%
6,827
-262
517
$281K 0.01%
5,078
-5,453
518
$281K 0.01%
3,400
+94
519
$281K 0.01%
+3,624
520
$280K 0.01%
+16,573
521
$279K 0.01%
9,032
-2,756
522
$278K 0.01%
18,468
-1,092
523
$276K 0.01%
21,093
524
$275K 0.01%
+948
525
$274K 0.01%
+7,905
19 20
21
22 23