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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$292K 0.01%
15,804
-10,297
577
$291K 0.01%
+13,475
578
$291K 0.01%
36,517
+4,248
579
$291K 0.01%
+12,811
580
$290K 0.01%
14,048
-672
581
$289K 0.01%
+9,044
582
$288K 0.01%
24,163
+2,478
583
$288K 0.01%
+15,691
584
$287K 0.01%
19,584
-12,489
585
$287K 0.01%
+57,050
586
$286K 0.01%
+21,790
587
$286K 0.01%
4,928
+1,130
588
$283K 0.01%
+10,070
589
$283K 0.01%
2,057
-564
590
$282K 0.01%
5,026
-605
591
$282K 0.01%
+10,430
592
$280K 0.01%
+8,276
593
$279K 0.01%
7,896
-5,202
594
$279K 0.01%
6,867
+752
595
$279K 0.01%
+29,997
596
$279K 0.01%
23,080
+395
597
$278K 0.01%
5,958
-694
598
$276K 0.01%
2,370
-184,827
599
$276K 0.01%
+19,379
600
$275K 0.01%
13,106
-11,181
22 23
24
25 26