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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$215K 0.01%
+4,625
577
$214K 0.01%
+4,018
578
$213K 0.01%
+7,469
579
$213K 0.01%
+21,093
580
$213K 0.01%
2,613
-85,518
581
$213K 0.01%
+1,345
582
$212K 0.01%
5,034
-2,276
583
$211K 0.01%
14,787
-6,435
584
$211K 0.01%
2,894
-2,092
585
$210K 0.01%
+2,240
586
$210K 0.01%
2,479
-5,134
587
$210K 0.01%
+8,129
588
$209K 0.01%
3,360
+1,024
589
$209K 0.01%
9,131
590
$208K 0.01%
6,808
+16
591
$208K 0.01%
27,177
592
$208K 0.01%
11,377
-89,820
593
$207K 0.01%
2,245
-6,266
594
$206K 0.01%
+9,393
595
$206K 0.01%
+6,601
596
$206K 0.01%
7,561
597
$206K 0.01%
+33,163
598
$205K 0.01%
2,748
-2,811
599
$205K 0.01%
+7,847
600
$204K 0.01%
+2,348
22 23
24
25 26