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
701
– –
-17,717
702
– –
-20,901
703
– –
-31,798
704
– –
-6,513
705
– –
-130,431
706
– –
-49,103
707
– –
-55,007
708
– –
-1,993
709
– –
-19,571
710
– –
-18,944
711
– –
-10,192
712
– –
-60,441
713
– –
-18,033
714
– –
-11,776
715
– –
-48,299
716
– –
-53,125
717
– –
-25,777
718
– –
-297,310
719
– –
-4,342
720
– –
-5,964
721
– –
-11,770
722
– –
-372,219
723
– –
-55,117
724
– –
-38,181
725
– –
-66,723
27 28
29
30 31