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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
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-8,854
752
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753
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754
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755
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756
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-432,296
757
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758
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759
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-550,891
760
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-95,784
761
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-18,400
762
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-28,994
763
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-2,774
764
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-7,550
765
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766
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-14,670
767
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-6,878
768
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-10,910
769
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770
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-5,583
771
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-28,130
772
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-11,234
773
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-21,010
774
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-65,311
775
– –
-8,106
29 30
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32 33