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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.8M 0.36%
298,527
+4,719
77
$12.2M 0.34%
181,719
+2,320
78
$12.1M 0.34%
135,573
+24,061
79
$11.7M 0.33%
86,211
+1,421
80
$11.5M 0.33%
734,834
+429,894
81
$11.4M 0.32%
+462,834
82
$11.4M 0.32%
1,207,200
+14,530
83
$11.2M 0.32%
287,080
-720
84
$11.1M 0.31%
115,965
+1,742
85
$11.1M 0.31%
487,907
+6,658
86
$11M 0.31%
207,938
+4,002
87
$10.8M 0.31%
1,466,935
+19,780
88
$10.8M 0.31%
+66,503
89
$10.4M 0.3%
317,382
+54,633
90
$10.4M 0.29%
205,958
+3,339
91
$10.2M 0.29%
466,931
+38,665
92
$9.91M 0.28%
199,286
+2,634
93
$9.89M 0.28%
192,775
+6,474
94
$9.87M 0.28%
131,835
+14,594
95
$9.85M 0.28%
208,112
-29,184
96
$9.55M 0.27%
200,555
+100,732
97
$9.47M 0.27%
197,549
+23,889
98
$9.4M 0.27%
187,358
-14,832
99
$9.01M 0.25%
284,440
-21,616
100
$8.79M 0.25%
117,614
+2,205
2 3
4
5 6