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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$273K 0.01%
+14,988
502
$272K 0.01%
10,577
-948,814
503
$270K 0.01%
11,584
-2,946
504
$265K 0.01%
20,269
+1,521
505
$264K 0.01%
2,029
-41
506
$262K 0.01%
324
-290
507
$261K 0.01%
+3,927
508
$250K 0.01%
11,284
-5,242
509
$248K 0.01%
2,429
+48
510
$248K 0.01%
7,759
-1,973
511
$247K 0.01%
11,359
512
$247K 0.01%
+3,581
513
$241K 0.01%
+2,130
514
$241K 0.01%
3,506
-101
515
$237K 0.01%
17,710
+3,772
516
$233K 0.01%
5,631
-618
517
$230K 0.01%
5,784
-4,784
518
$229K 0.01%
14,145
-2,450
519
$226K 0.01%
28,648
+288
520
$224K 0.01%
27,114
521
$223K 0.01%
13,833
522
$222K 0.01%
+11,580
523
$222K 0.01%
8,849
-71,588
524
$221K 0.01%
7,578
-53,681
525
$219K 0.01%
3,171
-649
19 20
21
22 23