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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29.4M 0.64%
663,582
-465
52
$29.2M 0.63%
516,480
+36,900
53
$28.7M 0.62%
518,298
+3,316
54
$28.6M 0.62%
763,155
+15,815
55
$28.1M 0.61%
+799,441
56
$28.1M 0.61%
418,538
+2,174
57
$27.7M 0.6%
562,491
+88,205
58
$27.1M 0.59%
1,307,764
+61,279
59
$26.9M 0.59%
91,095
+1,240
60
$25.1M 0.55%
+1,700,260
61
$22.9M 0.5%
331,139
+1,804
62
$22.6M 0.49%
306,312
-418
63
$22.2M 0.48%
304,941
+500
64
$21.8M 0.47%
415,827
+1,387
65
$21.8M 0.47%
95,799
+167
66
$21.7M 0.47%
260,213
+5,408
67
$21.5M 0.47%
1,719,125
-19,235
68
$21.3M 0.46%
801,957
+11,055
69
$21.2M 0.46%
194,713
+341
70
$21.2M 0.46%
184,627
+1,988
71
$20.7M 0.45%
531,941
-1,613
72
$20.6M 0.45%
241,301
+2,335
73
$19.1M 0.42%
143,051
+2,795
74
$18.2M 0.4%
67,211
+2,237
75
$17.8M 0.39%
129,203
+108
1 2
3
4 5