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
801
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-21,588
802
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-30,550
803
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-5,077
804
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-8,854
805
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-45,725
806
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-32,389
807
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-11,443
808
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-28,994
809
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-7,550
810
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-14,670
811
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-10,910
812
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-10,709
813
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-5,583
814
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-28,130
815
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-11,234
816
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-21,010
817
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-65,311
818
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-8,106
819
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-30,849
820
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-13,216
821
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-18,523
822
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-5,372
823
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-13,054
824
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-20,176
825
– –
-5,824
31 32
33
34 35