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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$273K 0.01%
19,479
-5,005
527
$270K 0.01%
+6,415
528
$270K 0.01%
+5,452
529
$269K 0.01%
+11,297
530
$267K 0.01%
+3,055
531
$264K 0.01%
10,384
-1,302
532
$264K 0.01%
17,049
-253
533
$263K 0.01%
5,599
-587
534
$260K 0.01%
14,701
-11,210
535
$259K 0.01%
11,820
536
$259K 0.01%
3,780
-40,443
537
$259K 0.01%
+7,624
538
$258K 0.01%
7,706
539
$256K 0.01%
+5,716
540
$255K 0.01%
+37,076
541
$254K 0.01%
27,177
542
$251K 0.01%
+7,836
543
$250K 0.01%
9,113
544
$248K 0.01%
20,198
-12
545
$248K 0.01%
+24,047
546
$247K 0.01%
2,155
-41,684
547
$246K 0.01%
+18,501
548
$246K 0.01%
5,596
549
$245K 0.01%
+3,474
550
$245K 0.01%
5,952
+20
20 21
22
23 24