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
76
$12.2M 0.43%
146,560
-17,027
77
$12.1M 0.43%
346,012
-8,711
78
$12.1M 0.43%
136,170
-5,600
79
$12M 0.43%
206,071
-13,910
80
$11.9M 0.42%
132,922
+9,423
81
$11.7M 0.42%
154,833
+7,422
82
$11.6M 0.41%
260,712
+3,894
83
$11.6M 0.41%
1,706,740
-44,650
84
$11.5M 0.41%
109,150
-2,152
85
$11.2M 0.4%
115,078
-4,848
86
$11.2M 0.4%
89,749
-3,819
87
$11.2M 0.4%
306,411
-12,186
88
$11M 0.39%
146,879
+57,460
89
$10.6M 0.38%
103,202
-12,755
90
$10.2M 0.36%
+329,361
91
$10.2M 0.36%
128,422
+13,386
92
$10.2M 0.36%
244,002
-83,876
93
$10M 0.36%
256,153
-9,501
94
$9.97M 0.35%
262,855
+13,728
95
$9.81M 0.35%
371,326
-13,786
96
$9.73M 0.35%
+806,455
97
$9.35M 0.33%
606,498
-319,497
98
$9.27M 0.33%
+96,503
99
$9.07M 0.32%
506,332
-32,031
100
$8.95M 0.32%
577,679
+239,889
2 3
4
5 6