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
726
– –
-67,960
727
– –
-5,521
728
– –
-10,854
729
– –
-59,680
730
– –
-54,907
731
– –
-5,296
732
– –
-115,804
733
– –
-159,707
734
– –
-5,970
735
– –
-109,270
736
– –
-88,670
737
– –
-11,792
738
– –
-5,663
739
– –
-7,905
740
– –
-92,433
741
– –
-38,998
742
– –
-7,624
743
– –
-2,444
744
– –
-4,831
745
– –
-23,022
746
– –
-219,980
747
– –
-29,387
748
– –
-7,384
749
– –
-8,284
750
– –
-7,945
28 29
30
31 32