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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.3M 0.47%
167,937
-1,694
77
$14M 0.45%
205,312
+10,258
78
$13.9M 0.45%
140,669
+527
79
$13.7M 0.44%
+222,060
80
$13.7M 0.44%
143,682
+17,901
81
$13M 0.42%
137,925
-68,779
82
$12.7M 0.41%
2,077,445
+364,740
83
$12.7M 0.41%
176,398
+10,778
84
$12.7M 0.41%
249,744
+30,746
85
$12.5M 0.41%
190,800
-1,490
86
$12.2M 0.4%
933,873
+67,136
87
$12M 0.39%
1,506,820
-15,720
88
$11.3M 0.37%
300,857
+17,932
89
$11.2M 0.36%
100,970
-31,347
90
$11.1M 0.36%
146,085
+50,799
91
$11M 0.36%
245,458
-40,930
92
$10.8M 0.35%
364,791
-4,288
93
$10.8M 0.35%
112,600
+22,424
94
$10.8M 0.35%
103,501
-1,368
95
$10.7M 0.35%
377,484
-22,547
96
$10.5M 0.34%
90,918
-13,876
97
$10.5M 0.34%
94,320
-1,351
98
$10.3M 0.33%
158,498
-3,270
99
$10.3M 0.33%
148,448
-23,779
100
$10.1M 0.33%
562,553
+4,062
2 3
4
5 6