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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$233K 0.01%
12,718
502
$232K 0.01%
+3,557
503
$231K 0.01%
31,475
-7,026
504
$230K 0.01%
+5,096
505
$221K ﹤0.01%
+1,623
506
$220K ﹤0.01%
+1,464
507
$220K ﹤0.01%
+1,496
508
$219K ﹤0.01%
+1,042
509
$218K ﹤0.01%
+6,281
510
$214K ﹤0.01%
+4,593
511
$211K ﹤0.01%
+3,730
512
$210K ﹤0.01%
3,170
513
$210K ﹤0.01%
+5,041
514
$209K ﹤0.01%
+3,351
515
$207K ﹤0.01%
2,162
-27,143
516
$206K ﹤0.01%
+7,665
517
$206K ﹤0.01%
+7,682
518
$206K ﹤0.01%
+8,062
519
$203K ﹤0.01%
+5,680
520
$203K ﹤0.01%
+10,794
521
$202K ﹤0.01%
+2,648
522
$200K ﹤0.01%
+5,533
523
$200K ﹤0.01%
+3,275
524
$148K ﹤0.01%
+16,777
525
$144K ﹤0.01%
+13,690
19 20
21
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