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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$259K 0.01%
+5,541
577
$258K 0.01%
+2,088
578
$258K 0.01%
+12,802
579
$258K 0.01%
6,043
-349
580
$258K 0.01%
+5,867
581
$254K 0.01%
1,624
-947
582
$254K 0.01%
2,735
-7,826
583
$253K 0.01%
2,626
+569
584
$252K 0.01%
+3,651
585
$252K 0.01%
+1,138
586
$251K 0.01%
15,691
587
$251K 0.01%
+3,503
588
$251K 0.01%
+11,180
589
$251K 0.01%
+5,994
590
$250K 0.01%
+6,683
591
$248K 0.01%
+8,829
592
$246K 0.01%
4,040
-95
593
$246K 0.01%
+5,048
594
$246K 0.01%
+19,411
595
$246K 0.01%
+9,633
596
$245K 0.01%
+9,412
597
$243K 0.01%
+24,888
598
$243K 0.01%
+10,065
599
$240K 0.01%
+9,675
600
$240K 0.01%
+3,956
22 23
24
25 26