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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.9M 0.66%
649,214
+43,688
52
$18.2M 0.64%
315,151
+21,510
53
$18M 0.63%
+432,770
54
$17.8M 0.62%
242,087
+16,284
55
$17.6M 0.61%
686,135
+47,169
56
$17M 0.59%
376,060
+25,812
57
$17M 0.59%
301,728
+21,676
58
$16.8M 0.59%
142,441
+1,939
59
$16.7M 0.58%
85,784
-3,536
60
$16.4M 0.57%
161,354
-1,177
61
$15.9M 0.55%
457,261
+20,394
62
$15.9M 0.55%
347,700
+25,304
63
$15.8M 0.55%
588,464
-53,544
64
$15.8M 0.55%
169,632
+36,710
65
$15.5M 0.54%
183,672
+8,578
66
$15M 0.52%
168,907
-1,702
67
$15M 0.52%
400,031
-31,254
68
$14.9M 0.52%
632,305
+43,932
69
$14.8M 0.52%
61,521
-2,929
70
$14.8M 0.52%
288,910
+28,198
71
$14.4M 0.5%
396,973
+28,007
72
$14.1M 0.49%
164,251
+10,869
73
$13.8M 0.48%
132,317
+35,814
74
$13.5M 0.47%
286,388
+2,448
75
$13.4M 0.47%
95,063
+23,865
1 2
3
4 5