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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.2M 0.61%
202,586
+2,432
52
$21.2M 0.61%
243,872
+227,215
53
$21.1M 0.61%
183,743
-52,241
54
$19.9M 0.57%
654,351
-20,064
55
$19.7M 0.57%
553,504
+90,670
56
$19.1M 0.55%
120,636
+1,974
57
$18.7M 0.54%
74,897
-2,164
58
$18.4M 0.53%
595,303
-26,456
59
$18.1M 0.52%
483,720
-18,660
60
$17.7M 0.51%
446,020
-23,100
61
$17M 0.49%
1,053,801
-83,030
62
$17M 0.49%
175,911
-14,416
63
$16.7M 0.48%
+1,845,992
64
$16.6M 0.48%
348,740
+50,213
65
$15.1M 0.43%
271,185
-7,888
66
$14.9M 0.43%
441,149
+433,161
67
$14.5M 0.42%
197,486
-6,613
68
$14.3M 0.41%
256,677
-37,070
69
$14M 0.4%
119,828
-30,436
70
$13.8M 0.4%
625,150
-109,684
71
$13.3M 0.38%
+606,684
72
$13.3M 0.38%
115,141
-406,063
73
$13.3M 0.38%
90,758
-18,258
74
$13.2M 0.38%
444,633
-70,678
75
$13.1M 0.38%
155,073
-56,596
1 2
3
4 5