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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$353K 0.01%
+12,886
527
$353K 0.01%
51,859
-3,413
528
$352K 0.01%
6,332
-12,285
529
$350K 0.01%
7,650
-90
530
$350K 0.01%
10,891
+2,406
531
$346K 0.01%
+18,817
532
$344K 0.01%
21,750
+2,120
533
$344K 0.01%
24,731
+2,537
534
$344K 0.01%
12,908
-725
535
$344K 0.01%
10,635
-1,415
536
$343K 0.01%
10,446
-14,502
537
$342K 0.01%
+11,964
538
$342K 0.01%
13,586
+1,083
539
$337K 0.01%
6,527
+476
540
$337K 0.01%
14,398
-3,621
541
$336K 0.01%
13,365
-10,030
542
$335K 0.01%
+9,205
543
$333K 0.01%
8,215
-60,893
544
$333K 0.01%
+77,322
545
$333K 0.01%
2,674
-1,771
546
$332K 0.01%
+9,245
547
$332K 0.01%
+11,174
548
$330K 0.01%
9,180
549
$330K 0.01%
21,668
+2,236
550
$329K 0.01%
+5,210
20 21
22
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