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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$214K 0.01%
3,133
-19,049
527
$213K 0.01%
6,923
-657
528
$212K 0.01%
3,305
529
$210K 0.01%
9,213
530
$210K 0.01%
1,583
-1,085
531
$209K 0.01%
+8,736
532
$207K 0.01%
11,340
533
$207K 0.01%
+11,371
534
$207K 0.01%
4,854
-1,160
535
$206K 0.01%
1,643
-189,658
536
$205K 0.01%
+23,817
537
$202K 0.01%
+8,152
538
$201K 0.01%
12,795
-5,172
539
$197K ﹤0.01%
+2,853
540
$197K ﹤0.01%
2,620
-1
541
$196K ﹤0.01%
+53,520
542
$188K ﹤0.01%
+16,842
543
$186K ﹤0.01%
+17,951
544
$181K ﹤0.01%
11,545
545
$180K ﹤0.01%
11,691
+97
546
$175K ﹤0.01%
+10,728
547
$174K ﹤0.01%
+11,532
548
$173K ﹤0.01%
15,675
-1,873
549
$167K ﹤0.01%
+11,224
550
$162K ﹤0.01%
19,223
20 21
22
23 24