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
51
$21M 0.6%
502,380
+236,040
52
$20.6M 0.58%
621,759
+50,959
53
$19.7M 0.56%
166,957
+2,387
54
$19M 0.54%
467,275
+37,538
55
$18.9M 0.53%
469,120
-1,880
56
$18.8M 0.53%
475,384
+39,488
57
$18.6M 0.53%
1,136,831
+91,495
58
$18.5M 0.52%
150,264
+4,024
59
$18.5M 0.52%
77,061
-115,685
60
$18.3M 0.52%
165,034
+2,187
61
$18.3M 0.52%
203,297
+16,895
62
$18.2M 0.51%
109,016
-964
63
$18M 0.51%
118,662
+9,742
64
$18M 0.51%
211,669
+514
65
$17.8M 0.5%
515,311
+68,320
66
$16.4M 0.46%
204,099
+17,276
67
$15.9M 0.45%
293,747
+3,987
68
$15.2M 0.43%
279,073
+23,661
69
$15.2M 0.43%
190,327
-2,963
70
$14M 0.4%
451,292
-250,770
71
$13.9M 0.39%
186,030
+3,269
72
$13.8M 0.39%
159,855
+2,349
73
$13.7M 0.39%
425,628
+7,623
74
$13.4M 0.38%
76,713
+1,240
75
$13.2M 0.37%
142,221
-22,021
1 2
3
4 5