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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$293K 0.01%
+11,709
527
$292K 0.01%
4,853
-6,278
528
$292K 0.01%
+16,988
529
$289K 0.01%
+12,447
530
$289K 0.01%
+6,228
531
$289K 0.01%
2,224
-450
532
$288K 0.01%
+6,030
533
$288K 0.01%
+3,270
534
$286K 0.01%
+12,977
535
$285K 0.01%
+9,396
536
$285K 0.01%
+12,050
537
$284K 0.01%
+13,156
538
$284K 0.01%
+4,536
539
$284K 0.01%
+10,359
540
$283K 0.01%
19,917
+1,305
541
$282K 0.01%
+9,471
542
$282K 0.01%
+4,575
543
$281K 0.01%
+8,225
544
$279K 0.01%
+6,833
545
$277K 0.01%
+16,373
546
$276K 0.01%
1,898
-13,432
547
$276K 0.01%
+8,439
548
$276K 0.01%
+10,468
549
$275K 0.01%
+9,036
550
$275K 0.01%
+5,823
20 21
22
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