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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$254K 0.01%
+2,754
527
$249K 0.01%
6,346
-22,007
528
$249K 0.01%
21,093
529
$248K 0.01%
28,564
530
$247K 0.01%
3,101
-5
531
$246K 0.01%
+11,999
532
$246K 0.01%
20,207
533
$243K 0.01%
+4,873
534
$242K 0.01%
8,129
535
$242K 0.01%
17,967
+918
536
$242K 0.01%
3,607
-6,073
537
$242K 0.01%
7,706
538
$241K 0.01%
+9,213
539
$236K 0.01%
+3,753
540
$235K 0.01%
11,359
+1,468
541
$235K 0.01%
+2,155
542
$234K 0.01%
+3,077
543
$233K 0.01%
+16,687
544
$231K 0.01%
+10,415
545
$231K 0.01%
7,783
-53
546
$229K 0.01%
10,440
-5,820
547
$228K 0.01%
7,580
+997
548
$226K 0.01%
8,286
+2,710
549
$225K 0.01%
3,316
-67,688
550
$224K 0.01%
2,620
20 21
22
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