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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$159K ﹤0.01%
8,217
-69
552
$154K ﹤0.01%
+13,378
553
$153K ﹤0.01%
15,265
-5,828
554
$151K ﹤0.01%
8,695
555
$149K ﹤0.01%
+41,915
556
$148K ﹤0.01%
+53,400
557
$147K ﹤0.01%
+4,209
558
$146K ﹤0.01%
+12,594
559
$145K ﹤0.01%
+14,419
560
$145K ﹤0.01%
+21,322
561
$140K ﹤0.01%
+31
562
$138K ﹤0.01%
+14,732
563
$131K ﹤0.01%
66,916
+27,270
564
$128K ﹤0.01%
+11,120
565
$127K ﹤0.01%
160,118
-470
566
$125K ﹤0.01%
+2,089
567
$124K ﹤0.01%
+11,430
568
$123K ﹤0.01%
+37,753
569
$118K ﹤0.01%
+17,535
570
$117K ﹤0.01%
1,091
571
$105K ﹤0.01%
+17,214
572
$101K ﹤0.01%
+64,586
573
$80K ﹤0.01%
821
574
$80K ﹤0.01%
23,997
-68
575
$71K ﹤0.01%
+12,069
21 22
23
24 25