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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$203K 0.01%
3,112
602
$202K 0.01%
19,394
603
$202K 0.01%
4,028
-4,334
604
$201K 0.01%
+2,787
605
$201K 0.01%
+29,032
606
$198K 0.01%
+2,606
607
$192K 0.01%
15,182
-23,582
608
$188K 0.01%
+37,444
609
$186K 0.01%
16,957
+542
610
$186K 0.01%
+11,545
611
$183K 0.01%
+1,842
612
$178K 0.01%
16,656
613
$177K 0.01%
11,340
614
$177K 0.01%
+13,816
615
$171K ﹤0.01%
21,721
616
$170K ﹤0.01%
+10,317
617
$169K ﹤0.01%
+18,615
618
$166K ﹤0.01%
+15,386
619
$165K ﹤0.01%
+60,778
620
$161K ﹤0.01%
11,686
-50,773
621
$160K ﹤0.01%
+32,882
622
$159K ﹤0.01%
+4,944
623
$157K ﹤0.01%
10,291
+14
624
$150K ﹤0.01%
14,507
-58
625
$141K ﹤0.01%
10,949
-5,656
23 24
25
26 27