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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$274K 0.01%
4,073
+434
602
$272K 0.01%
+10,990
603
$271K 0.01%
+6,392
604
$271K 0.01%
+15,621
605
$270K 0.01%
+65,735
606
$266K 0.01%
18,612
+3,120
607
$266K 0.01%
7,349
-725
608
$265K 0.01%
+19,130
609
$264K 0.01%
3,940
-2,505
610
$264K 0.01%
+24,409
611
$259K 0.01%
6,086
-90
612
$259K 0.01%
2,100
+144
613
$256K 0.01%
15,170
+1,690
614
$255K 0.01%
+24,763
615
$255K 0.01%
+14,066
616
$254K 0.01%
+21,887
617
$253K 0.01%
13,601
-22,320
618
$250K 0.01%
38,288
+10,262
619
$249K 0.01%
+34,719
620
$244K 0.01%
2,088
-286
621
$240K 0.01%
+21,144
622
$239K 0.01%
+10,675
623
$238K 0.01%
+15,006
624
$236K 0.01%
+6,360
625
$234K 0.01%
2,576
-65
23 24
25
26 27