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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.1M 0.6%
86,733
+1,854
52
$23M 0.57%
199,165
-4,464
53
$22.9M 0.57%
+756,560
54
$22.8M 0.57%
794,726
+15,612
55
$22.4M 0.55%
417,146
+8,254
56
$22.1M 0.55%
456,720
-31,620
57
$22.1M 0.55%
2,194,630
+42,096
58
$21.8M 0.54%
469,840
+5,820
59
$21.3M 0.53%
354,973
+7,515
60
$20.3M 0.5%
696,128
+2,254
61
$19.7M 0.49%
553,423
-16,718
62
$19.7M 0.49%
133,909
+2,877
63
$19.7M 0.49%
163,346
+6,890
64
$19.2M 0.48%
1,211,066
+25,408
65
$19.1M 0.47%
226,485
+11,419
66
$18.8M 0.47%
315,429
+7,518
67
$18.8M 0.47%
228,198
+4,590
68
$18.2M 0.45%
345,532
-10,128
69
$18.1M 0.45%
481,985
+11,200
70
$17.2M 0.43%
171,347
-3,063
71
$17.2M 0.43%
708,847
-20,496
72
$16.7M 0.41%
130,735
+25,659
73
$16M 0.4%
499,242
+11,088
74
$14.9M 0.37%
117,049
-1,043
75
$14.7M 0.36%
491,306
-169,822
1 2
3
4 5