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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 13.83%
3 Industrials 11.98%
4 Healthcare 11.68%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-16,962
702
– –
-10,369
703
– –
-6,093
704
– –
-48,764
705
– –
-67,234
706
– –
-13,554
707
– –
-19,442
708
– –
-114,638
709
– –
-37,760
710
– –
-29,761
711
– –
-12,603
712
– –
-28
713
– –
-19,060
714
– –
-42,835
715
– –
-11,381
716
– –
-7,010
717
– –
-38,890
718
– –
-84,036
719
– –
-1,395
720
– –
-15,436
721
– –
-35,763
722
– –
-7,388
723
– –
-8,129
724
– –
-12,662
725
– –
-11,427
27 28
29
30 31