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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$227K 0.01%
+1,430
502
$223K 0.01%
+9,901
503
$223K 0.01%
+19,906
504
$221K 0.01%
+17,353
505
$219K 0.01%
+3,071
506
$218K 0.01%
5,121
-510
507
$215K 0.01%
11,545
508
$214K 0.01%
+5,604
509
$213K 0.01%
3,305
510
$213K 0.01%
+7,577
511
$211K ﹤0.01%
1,583
512
$210K ﹤0.01%
11,340
513
$210K ﹤0.01%
+4,816
514
$207K ﹤0.01%
+6,178
515
$207K ﹤0.01%
+5,646
516
$205K ﹤0.01%
17,145
+303
517
$205K ﹤0.01%
+3,553
518
$205K ﹤0.01%
+3,471
519
$204K ﹤0.01%
1,695
-8,874
520
$204K ﹤0.01%
+1,710
521
$204K ﹤0.01%
+4,636
522
$204K ﹤0.01%
+13,569
523
$203K ﹤0.01%
+3,744
524
$202K ﹤0.01%
+4,256
525
$202K ﹤0.01%
+7,324
19 20
21
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