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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-15,538
677
– –
-42,664
678
– –
-5,994
679
– –
-12,977
680
– –
-10,674
681
– –
-133,036
682
– –
-13,119
683
– –
-4,305
684
– –
-45,537
685
– –
-2,626
686
– –
-10,366
687
– –
-11,000
688
– –
-20,777
689
– –
-21,103
690
– –
-8,439
691
– –
-10,468
692
– –
-2,224
693
– –
-23,147
694
– –
-5,823
695
– –
-13,346
696
– –
-8,174
697
– –
-4,743
698
– –
-64,557
699
– –
-3,752
700
– –
-24,410
26 27
28
29 30