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
626
$140K ﹤0.01%
+39,798
627
$139K ﹤0.01%
+16,416
628
$139K ﹤0.01%
+12,307
629
$135K ﹤0.01%
+23,073
630
$132K ﹤0.01%
821
631
$126K ﹤0.01%
10,794
632
$124K ﹤0.01%
+130
633
$120K ﹤0.01%
14,172
634
$114K ﹤0.01%
+7,088
635
$106K ﹤0.01%
+3,953
636
$99K ﹤0.01%
+68,597
637
$86K ﹤0.01%
+12,101
638
$73K ﹤0.01%
+58
639
$46K ﹤0.01%
755
-3,824
640
$38K ﹤0.01%
+1,689
641
$33K ﹤0.01%
12,130
642
$10K ﹤0.01%
2,333
643
– –
-109,758
644
– –
-135,795
645
– –
-6,040
646
– –
-22,093
647
– –
-46,037
648
– –
-25,634
649
– –
-22,272
650
– –
-2,794
24 25
26
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