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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.4M 0.66%
259,337
+17,250
52
$20.2M 0.66%
325,076
+23,348
53
$19.2M 0.62%
729,337
-37,683
54
$18.9M 0.61%
400,965
+24,905
55
$18.4M 0.6%
236,243
-15,540
56
$17.4M 0.57%
109,551
+14,488
57
$17.3M 0.56%
675,427
+43,122
58
$17.3M 0.56%
83,124
-2,660
59
$17.2M 0.56%
429,061
+32,088
60
$17.1M 0.56%
293,426
+4,516
61
$16.8M 0.54%
+823,687
62
$16.5M 0.53%
109,750
+14,558
63
$16.3M 0.53%
136,509
-5,932
64
$16.3M 0.53%
448,809
-8,452
65
$16.2M 0.52%
62,887
+1,366
66
$16.2M 0.52%
177,303
+13,052
67
$16.1M 0.52%
578,372
-10,092
68
$16.1M 0.52%
154,323
+150,252
69
$15.9M 0.52%
168,341
-1,291
70
$15.9M 0.52%
237,495
+226,819
71
$15.5M 0.5%
164,366
-4,541
72
$15.3M 0.5%
74,528
+68,894
73
$15.1M 0.49%
389,056
+68,238
74
$14.5M 0.47%
171,949
-11,723
75
$14.4M 0.47%
165,311
+7,164
1 2
3
4 5