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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$278K 0.01%
8,108
-3,962
527
$277K 0.01%
3,714
-276
528
$272K 0.01%
1,069
-163
529
$269K 0.01%
7,374
-2,949
530
$267K 0.01%
+3,568
531
$267K 0.01%
7,780
-1,919
532
$266K 0.01%
6,311
+268
533
$266K 0.01%
+10,776
534
$263K 0.01%
+7,478
535
$263K 0.01%
5,338
-1,692
536
$262K 0.01%
+7,839
537
$261K 0.01%
+6,257
538
$259K 0.01%
+6,791
539
$256K 0.01%
+17,363
540
$256K 0.01%
+11,703
541
$253K 0.01%
+3,972
542
$253K 0.01%
18,687
+2,511
543
$253K 0.01%
+4,739
544
$252K 0.01%
6,630
-3,309
545
$252K 0.01%
+2,305
546
$252K 0.01%
+3,335
547
$250K 0.01%
+3,161
548
$246K 0.01%
3,130
-610
549
$246K 0.01%
+6,335
550
$245K 0.01%
16,818
-7,787
20 21
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