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 13.83%
3 Industrials 11.98%
4 Healthcare 11.68%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-82,862
727
– –
-84,515
728
– –
-4,308
729
– –
-57,856
730
– –
-11,645
731
– –
-16,971
732
– –
-21,084
733
– –
-4,678
734
– –
-9,903
735
– –
-15,757
736
– –
-50,825
737
– –
-3,337
738
– –
-14,015
739
– –
-18,002
740
– –
-8,776
741
– –
-10,158
742
– –
-18,559
743
– –
-948
744
– –
-4,299
745
– –
-8,021
746
– –
-4,787
747
– –
-35,653
748
– –
-3,101
749
– –
-4,552
750
– –
-5,081
27 28 29
30
31