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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$324K 0.01%
+7,961
552
$324K 0.01%
2,704
-18
553
$323K 0.01%
+1,846
554
$321K 0.01%
527
-650
555
$319K 0.01%
5,190
+370
556
$319K 0.01%
16,188
+2,832
557
$316K 0.01%
+14,888
558
$315K 0.01%
+24,688
559
$314K 0.01%
16,383
-10,968
560
$314K 0.01%
+5,905
561
$313K 0.01%
+48,333
562
$313K 0.01%
18,169
+1,993
563
$312K 0.01%
+19,467
564
$306K 0.01%
4,509
-173
565
$303K 0.01%
+9,278
566
$303K 0.01%
6,324
+645
567
$302K 0.01%
+14,552
568
$301K 0.01%
+19,786
569
$299K 0.01%
18,953
+1,939
570
$298K 0.01%
2,542
-1,660
571
$297K 0.01%
+39,833
572
$295K 0.01%
3,589
-428
573
$294K 0.01%
+21,988
574
$293K 0.01%
+4,135
575
$293K 0.01%
8,345
-5,458
21 22
23
24 25