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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$222K 0.01%
948
552
$222K 0.01%
7,179
-3
553
$222K 0.01%
13,766
-54,736
554
$222K 0.01%
+1,023
555
$222K 0.01%
+10,968
556
$222K 0.01%
+24,065
557
$221K 0.01%
11,381
-3,920
558
$219K 0.01%
21,084
-54,575
559
$219K 0.01%
+5,095
560
$218K 0.01%
5,392
561
$217K 0.01%
+1,340
562
$216K 0.01%
13,554
563
$215K 0.01%
+6,829
564
$215K 0.01%
+13,833
565
$215K 0.01%
+3,625
566
$214K 0.01%
+28,360
567
$214K 0.01%
7,561
-100
568
$213K 0.01%
12,010
-139,393
569
$213K 0.01%
+3,783
570
$213K 0.01%
14,701
571
$213K 0.01%
+27,114
572
$212K 0.01%
8,144
573
$212K 0.01%
11,340
574
$211K 0.01%
4,714
-885
575
$210K 0.01%
+4,299
21 22
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