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
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-12,699
702
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-4,098
703
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-19,801
704
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-265,676
705
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-15,048
706
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-15,503
707
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-13,426
708
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-940
709
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-113,355
710
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-8,536
711
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-11,951
712
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-3,522
713
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-3,176
714
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-42,599
715
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-5,838
716
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-9,423
717
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-38,770
718
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-29,286
719
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720
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-8,922
721
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-3,644
722
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-5,378
723
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-17,935
724
– –
-8,084
725
– –
-9,048
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