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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.6M 0.36%
371,419
-54,209
77
$12.3M 0.35%
187,677
+183,072
78
$12.1M 0.35%
65,183
-11,530
79
$11.7M 0.34%
112,392
-29,829
80
$11.7M 0.33%
105,005
-60,029
81
$11.5M 0.33%
457,994
-8,937
82
$11.4M 0.33%
+451,529
83
$11M 0.32%
173,740
+46,031
84
$10.6M 0.3%
153,731
-27,988
85
$10.5M 0.3%
73,598
-12,613
86
$10.4M 0.3%
233,946
+33,391
87
$10.4M 0.3%
178,567
-29,371
88
$10.3M 0.3%
99,721
-16,244
89
$10.1M 0.29%
176,211
-29,747
90
$9.36M 0.27%
268,631
-670,556
91
$9.28M 0.27%
240,480
-46,600
92
$9.26M 0.27%
168,355
-30,931
93
$9.23M 0.27%
+216,378
94
$9.14M 0.26%
+158,911
95
$8.57M 0.25%
121,295
-10,540
96
$8.5M 0.24%
174,057
-13,301
97
$8.39M 0.24%
165,073
-26,692
98
$8.2M 0.24%
276,335
-41,047
99
$8.16M 0.23%
+334,457
100
$8.15M 0.23%
770,760
-436,440
2 3
4
5 6