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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$202K ﹤0.01%
1,013
-483
527
$202K ﹤0.01%
+11,959
528
$201K ﹤0.01%
8,280
-3,590
529
$194K ﹤0.01%
17,617
-1,175,480
530
$194K ﹤0.01%
+603
531
$188K ﹤0.01%
+11,020
532
$187K ﹤0.01%
23,795
-22
533
$186K ﹤0.01%
+13,343
534
$184K ﹤0.01%
+12,380
535
$181K ﹤0.01%
+10,566
536
$180K ﹤0.01%
+13,492
537
$176K ﹤0.01%
18,005
-9,109
538
$175K ﹤0.01%
12,779
-16
539
$174K ﹤0.01%
+16,636
540
$173K ﹤0.01%
12,497
-9,716
541
$173K ﹤0.01%
+10,995
542
$171K ﹤0.01%
+10,143
543
$170K ﹤0.01%
+22,367
544
$169K ﹤0.01%
+11,673
545
$167K ﹤0.01%
+21,774
546
$165K ﹤0.01%
+13,172
547
$165K ﹤0.01%
160,112
-6
548
$163K ﹤0.01%
10,368
-3,465
549
$154K ﹤0.01%
+13,440
550
$152K ﹤0.01%
+10,734
20 21
22
23 24