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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$149K ﹤0.01%
+10,201
552
$147K ﹤0.01%
11,324
+100
553
$147K ﹤0.01%
+17,180
554
$146K ﹤0.01%
+12,144
555
$145K ﹤0.01%
+10,720
556
$144K ﹤0.01%
+1,666
557
$140K ﹤0.01%
15,265
558
$137K ﹤0.01%
+1,806
559
$136K ﹤0.01%
+96,607
560
$134K ﹤0.01%
+17,256
561
$126K ﹤0.01%
+27,017
562
$123K ﹤0.01%
+13,055
563
$118K ﹤0.01%
+2,210
564
$111K ﹤0.01%
+12,525
565
$109K ﹤0.01%
+2,385
566
$108K ﹤0.01%
23,997
567
$100K ﹤0.01%
16,311
-903
568
$73K ﹤0.01%
8,217
569
$55K ﹤0.01%
7,496
-87
570
$51K ﹤0.01%
821
571
– –
0
572
$19K ﹤0.01%
20,200
573
$14K ﹤0.01%
10,000
574
– –
-8,608
575
– –
-27,006
21 22
23
24 25