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 14.52%
3 Industrials 11.9%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-94,248
777
– –
-8,903
778
– –
-13,086
779
– –
-8
780
– –
-9,375
781
– –
-20,355
782
– –
-12,685
783
– –
-15,018
784
– –
-2,155
785
– –
-6,298
786
– –
-46,060
787
– –
-11,951
788
– –
-76,085
789
– –
-4,877
790
– –
-7,808
791
– –
-13,982
792
– –
-16,215
793
– –
-18,559
794
– –
-11,623
795
– –
-10,294
796
– –
-2,606
797
– –
-21,435
798
– –
-21,734
799
– –
-3,657
28 29 30 31
32