ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28.1M 0.62%
637,239
+2,761
52
$28M 0.62%
386,780
+17,820
53
$27M 0.6%
416,364
+21,182
54
$26.4M 0.59%
664,047
+4,887
55
$25.9M 0.58%
162,087
-22,002
56
$25.6M 0.57%
1,246,485
+12,298
57
$25.3M 0.56%
790,902
+10,803
58
$24.9M 0.55%
479,580
+33,720
59
$24.4M 0.54%
376,286
+17,142
60
$24M 0.53%
474,286
+44,803
61
$23M 0.51%
95,632
+30,282
62
$22.5M 0.5%
329,335
+3,390
63
$22.4M 0.5%
533,554
-356
64
$22.2M 0.49%
+747,340
65
$21.6M 0.48%
414,440
-8,495
66
$21.4M 0.48%
182,639
+9,479
67
$21.3M 0.47%
254,805
+41,070
68
$21.2M 0.47%
194,372
-1,420
69
$20.6M 0.46%
140,256
+3,066
70
$20.4M 0.45%
681,640
-8,453
71
$19.9M 0.44%
306,730
+1,266
72
$19.9M 0.44%
304,441
+103,195
73
$18.8M 0.42%
87,185
+402
74
$18.6M 0.41%
1,738,360
+6,445
75
$18.5M 0.41%
238,966
+3,288
1 2
3
4 5