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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$247K 0.01%
+26,354
527
$247K 0.01%
39,809
+29,300
528
$246K 0.01%
+7,568
529
$245K 0.01%
+9,113
530
$244K 0.01%
12,842
531
$242K 0.01%
+6,665
532
$241K 0.01%
+15,537
533
$241K 0.01%
11,820
534
$241K 0.01%
+33,896
535
$240K 0.01%
6,471
-5,190
536
$240K 0.01%
+3,625
537
$238K 0.01%
+5,667
538
$237K 0.01%
+25,787
539
$237K 0.01%
+2,536
540
$236K 0.01%
+6,802
541
$233K 0.01%
6,186
-253
542
$233K 0.01%
+6,078
543
$233K 0.01%
+4,526
544
$232K 0.01%
+15,355
545
$231K 0.01%
+5,596
546
$231K 0.01%
+6,124
547
$231K 0.01%
17,302
-491
548
$230K 0.01%
+11,039
549
$230K 0.01%
+10,985
550
$230K 0.01%
+16,624
20 21
22
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