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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$67K ﹤0.01%
+7,583
577
$56K ﹤0.01%
10,233
-312,414
578
$20K ﹤0.01%
13,136
-380,355
579
$13K ﹤0.01%
20,200
580
$13K ﹤0.01%
10,000
581
– –
-2,301
582
– –
-34,579
583
– –
-55,484
584
– –
-54,901
585
– –
-23,926
586
– –
-7,561
587
– –
-2,868
588
– –
-65,783
589
– –
-25,866
590
– –
-49,932
591
– –
-10,968
592
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-5,777
593
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-2,693
594
– –
-879
595
– –
-20,855
596
– –
-3,656
597
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-41,197
598
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-8,884
599
– –
-10,066
600
– –
-49,572
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