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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$274K 0.01%
+5,083
552
$274K 0.01%
25,283
-7,313
553
$273K 0.01%
+24,605
554
$273K 0.01%
33,732
+8,002
555
$272K 0.01%
+5,487
556
$272K 0.01%
+13,375
557
$271K 0.01%
37,364
-17,379
558
$271K 0.01%
+2,631
559
$271K 0.01%
+896
560
$269K 0.01%
7,896
561
$269K 0.01%
+3,056
562
$269K 0.01%
+7,522
563
$268K 0.01%
+7,220
564
$265K 0.01%
2,100
565
$265K 0.01%
+10,674
566
$264K 0.01%
+6,272
567
$264K 0.01%
16,823
568
$264K 0.01%
2,331
-373
569
$264K 0.01%
11,947
-6,972
570
$263K 0.01%
+13,282
571
$261K 0.01%
415
-112
572
$260K 0.01%
+24,153
573
$260K 0.01%
+11,622
574
$260K 0.01%
+50,580
575
$259K 0.01%
3,740
-200
21 22
23
24 25