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
826
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-22,328
827
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-5,925
828
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-11,710
829
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-356
830
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-4,530
831
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-9,788
832
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-75,526
833
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-7,954
834
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-44,430
835
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-18,197
836
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-98,773
837
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-20,547
838
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-9,767
839
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-18,324
840
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-2,557
841
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-6,032
842
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-166,848
843
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-14,910
844
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-12,557
845
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-6,905
846
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847
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-29,574
848
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-11,109
849
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-1,944
850
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-9,178
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