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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.8M 0.58%
743,806
+89,455
52
$22.8M 0.58%
203,629
+1,043
53
$22.7M 0.58%
191,301
-160,115
54
$22.7M 0.58%
84,879
+9,982
55
$22.1M 0.56%
693,874
+98,571
56
$22M 0.56%
347,458
+27,734
57
$21.8M 0.55%
131,032
+10,396
58
$21.6M 0.55%
488,340
+4,620
59
$19.7M 0.5%
570,141
+16,637
60
$19.7M 0.5%
464,020
+18,000
61
$19.7M 0.5%
408,892
-343,622
62
$19.6M 0.5%
1,185,658
+131,857
63
$19.1M 0.49%
661,128
+54,444
64
$18.9M 0.48%
2,152,534
+306,542
65
$18.8M 0.48%
223,608
+26,122
66
$18.4M 0.47%
156,456
+36,628
67
$18.4M 0.47%
307,911
+36,726
68
$18.2M 0.46%
215,066
+59,993
69
$17.2M 0.44%
729,343
+104,193
70
$17.1M 0.43%
355,660
+6,920
71
$17M 0.43%
174,410
-1,501
72
$17M 0.43%
470,785
+29,636
73
$16.6M 0.42%
100,892
+10,134
74
$15.3M 0.39%
488,154
+43,521
75
$15.1M 0.39%
118,092
+2,951
1 2
3
4 5