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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$101K ﹤0.01%
821
627
$93K ﹤0.01%
+10,298
628
$91K ﹤0.01%
+53,455
629
$87K ﹤0.01%
+671
630
$87K ﹤0.01%
+3,337
631
$60K ﹤0.01%
12,968
-83,960
632
$40K ﹤0.01%
+733
633
$17K ﹤0.01%
+10,000
634
$14K ﹤0.01%
+28
635
$11K ﹤0.01%
+20,200
636
– –
-15,928
637
– –
-59,736
638
– –
-66,782
639
– –
-109,647
640
– –
-21,219
641
– –
-22,807
642
– –
-305,684
643
– –
-15,433
644
– –
-135,545
645
– –
-11,297
646
– –
-12,384
647
– –
-11,824
648
– –
-21,157
649
– –
-8,752
650
– –
-15,300
24 25
26
27 28