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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.8M 0.45%
158,147
-8,110
77
$12.8M 0.44%
169,631
-16,181
78
$12.4M 0.43%
409,500
+27,604
79
$12.3M 0.43%
140,142
-6,418
80
$12.3M 0.43%
195,054
+142,848
81
$12M 0.42%
95,192
+29,556
82
$11.4M 0.4%
1,522,540
-184,200
83
$11.2M 0.39%
172,227
-10,831
84
$11.2M 0.39%
192,290
-13,781
85
$11.2M 0.39%
125,781
-10,389
86
$11M 0.38%
165,620
+10,787
87
$10.9M 0.38%
320,818
-25,194
88
$10.8M 0.38%
369,079
-2,247
89
$10.3M 0.36%
104,794
-4,356
90
$10M 0.35%
104,869
-10,209
91
$9.85M 0.34%
272,415
-58,753
92
$9.73M 0.34%
161,768
-14,709
93
$9.69M 0.34%
249,976
+5,974
94
$9.52M 0.33%
558,491
-48,007
95
$9.42M 0.33%
282,925
+20,070
96
$9.4M 0.33%
95,671
-7,531
97
$9.38M 0.33%
866,737
+60,282
98
$8.93M 0.31%
218,998
+59,538
99
$8.89M 0.31%
94,610
-196,825
100
$8.85M 0.31%
84,926
-5,932
2 3
4
5 6