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
626
$213K 0.01%
5,767
+106
627
$213K 0.01%
22,252
-18,332
628
$211K 0.01%
5,839
-247
629
$209K 0.01%
16,176
+552
630
$206K 0.01%
+23,147
631
$204K 0.01%
4,480
632
$202K 0.01%
+6,550
633
$200K 0.01%
+29,957
634
$196K 0.01%
+3,877
635
$190K 0.01%
10,619
-15,168
636
$182K 0.01%
+1,294
637
$174K 0.01%
16,932
638
$166K 0.01%
10,171
-835
639
$160K 0.01%
+20,275
640
$116K ﹤0.01%
19,457
641
$116K ﹤0.01%
+11,684
642
$115K ﹤0.01%
+10,806
643
$79K ﹤0.01%
+10,470
644
$72K ﹤0.01%
+10,639
645
$68K ﹤0.01%
+10,701
646
$50K ﹤0.01%
11,000
647
$36K ﹤0.01%
718
648
$6K ﹤0.01%
143
649
– –
-30,859
650
– –
-24,731
24 25
26
27 28