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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$205K 0.01%
+7,661
602
$204K 0.01%
2,688
-206
603
$204K 0.01%
+7,182
604
$204K 0.01%
5,576
+1,548
605
$202K 0.01%
2,240
606
$196K 0.01%
+2,420
607
$196K 0.01%
18,181
+1,525
608
$194K 0.01%
11,951
-45,520
609
$194K 0.01%
+10,883
610
$190K 0.01%
+12,685
611
$189K 0.01%
+11,594
612
$186K 0.01%
11,545
613
$181K 0.01%
+12,007
614
$172K ﹤0.01%
2,606
615
$169K ﹤0.01%
15,018
-164
616
$164K ﹤0.01%
14,357
-150
617
$162K ﹤0.01%
+10,735
618
$158K ﹤0.01%
+15,913
619
$157K ﹤0.01%
1,906
+64
620
$157K ﹤0.01%
+11,623
621
$157K ﹤0.01%
+15,928
622
$150K ﹤0.01%
+72,652
623
$145K ﹤0.01%
+28,749
624
$127K ﹤0.01%
10,949
625
$119K ﹤0.01%
+21,157
23 24
25
26 27