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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$210K 0.01%
+3,231
577
$209K 0.01%
+1,862
578
$209K 0.01%
+3,305
579
$209K 0.01%
4,552
-3,315
580
$208K 0.01%
+3,548
581
$208K 0.01%
11,545
582
$208K 0.01%
10,660
-10,702
583
$207K 0.01%
+3,800
584
$207K 0.01%
4,787
-2,676
585
$206K 0.01%
+2,301
586
$205K 0.01%
+7,250
587
$205K 0.01%
+2,617
588
$205K 0.01%
2,621
+1,484
589
$203K 0.01%
+3,995
590
$203K 0.01%
+4,126
591
$201K 0.01%
+7,010
592
$201K 0.01%
+4,308
593
$201K 0.01%
+6,014
594
$201K 0.01%
4,156
-379
595
$201K 0.01%
+2,693
596
$200K 0.01%
+13,938
597
$196K 0.01%
+15,155
598
$194K ﹤0.01%
1,127
-5
599
$192K ﹤0.01%
+13,858
600
$183K ﹤0.01%
+11,427
22 23
24
25 26