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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27M 0.63%
769,754
+9,561
52
$26.7M 0.62%
800,935
+6,209
53
$26.6M 0.62%
647,304
+8,306
54
$26.5M 0.62%
511,324
+3,390
55
$23.1M 0.54%
359,898
+4,925
56
$23.1M 0.54%
768,813
+12,253
57
$22.7M 0.53%
422,288
+5,142
58
$22.7M 0.53%
465,880
-3,960
59
$22M 0.52%
1,218,969
+7,903
60
$21.8M 0.51%
195,790
-3,375
61
$21.2M 0.5%
151,539
+34,490
62
$20.4M 0.48%
168,620
+5,274
63
$20.3M 0.47%
535,333
-18,090
64
$20.1M 0.47%
319,641
+4,212
65
$19.8M 0.46%
231,329
+3,131
66
$19.5M 0.46%
231,046
+4,561
67
$19.2M 0.45%
305,394
+79,725
68
$18.9M 0.44%
481,678
-9,628
69
$18.8M 0.44%
135,708
+1,799
70
$18.4M 0.43%
382,040
-74,680
71
$17.8M 0.42%
959,720
-15,300
72
$17.6M 0.41%
695,789
-13,058
73
$17.4M 0.41%
128,353
-2,382
74
$17.4M 0.41%
170,022
-1,325
75
$16.2M 0.38%
292,695
-52,837
1 2
3
4 5