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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$222K 0.01%
6,048
-30
577
$222K 0.01%
+15,558
578
$221K 0.01%
10,953
-43
579
$221K 0.01%
+1,091
580
$221K 0.01%
19,223
-3,911
581
$221K 0.01%
+24,752
582
$219K 0.01%
+8,903
583
$218K 0.01%
7,561
584
$217K 0.01%
+4,535
585
$217K 0.01%
+3,563
586
$215K 0.01%
+9,891
587
$214K 0.01%
11,340
588
$214K 0.01%
19,651
589
$211K 0.01%
6,583
-1,139
590
$211K 0.01%
+2,444
591
$210K 0.01%
+5,521
592
$209K 0.01%
8,129
593
$209K 0.01%
+8,752
594
$208K 0.01%
+3,313
595
$208K 0.01%
12,951
-12,096
596
$207K 0.01%
+9,353
597
$207K 0.01%
+7,223
598
$206K 0.01%
+2,099
599
$206K 0.01%
+15,152
600
$205K 0.01%
11,792
22 23
24
25 26