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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$244K 0.01%
8,658
552
$241K 0.01%
+5,088
553
$241K 0.01%
13,554
554
$241K 0.01%
+3,106
555
$241K 0.01%
+28,564
556
$240K 0.01%
+2,330
557
$239K 0.01%
+22,807
558
$238K 0.01%
+15,716
559
$238K 0.01%
+3,517
560
$238K 0.01%
+85,747
561
$238K 0.01%
+5,626
562
$236K 0.01%
+17,128
563
$236K 0.01%
+8,897
564
$235K 0.01%
+20,546
565
$233K 0.01%
5,590
-77
566
$231K 0.01%
+5,663
567
$230K 0.01%
+20,207
568
$228K 0.01%
2,877
-2,638
569
$227K 0.01%
+5,392
570
$226K 0.01%
+3,657
571
$225K 0.01%
8,144
-4,698
572
$225K 0.01%
13,598
-2,775
573
$224K 0.01%
+2,620
574
$224K 0.01%
4,877
-3,305
575
$224K 0.01%
+10,036
21 22
23
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