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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$238K 0.01%
8,681
-11,467
602
$237K 0.01%
12,794
-7,855
603
$236K 0.01%
6,310
-4,136
604
$234K 0.01%
+6,970
605
$234K 0.01%
+10,706
606
$234K 0.01%
+20,777
607
$233K 0.01%
+8,630
608
$232K 0.01%
+7,030
609
$230K 0.01%
+45,537
610
$229K 0.01%
+15,298
611
$229K 0.01%
+8,174
612
$229K 0.01%
+13,670
613
$228K 0.01%
+13,488
614
$227K 0.01%
+7,021
615
$226K 0.01%
+5,929
616
$223K 0.01%
+6,061
617
$223K 0.01%
+20,308
618
$220K 0.01%
3,215
619
$219K 0.01%
+16,760
620
$218K 0.01%
17,614
-2,172
621
$217K 0.01%
13,706
-30,069
622
$217K 0.01%
+30,070
623
$216K 0.01%
+4,305
624
$216K 0.01%
+25,657
625
$215K 0.01%
+25,672
23 24
25
26 27