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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-10,662
702
– –
-9,662
703
– –
-48,256
704
– –
-3,176
705
– –
-42,599
706
– –
-5,838
707
– –
-29,286
708
– –
-9,216
709
– –
-16,706
710
– –
-12,850
711
– –
-71,248
712
– –
-53,779
713
– –
-22,111
714
– –
-6,948
715
– –
-8,922
716
– –
-3,644
717
– –
-5,378
718
– –
-17,935
719
– –
-8,084
720
– –
-9,048
721
– –
-32,612
722
– –
-9,814
723
– –
-10,825
724
– –
-7,470
725
– –
-8,389
27 28
29
30 31