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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15M 0.38%
256,566
-111
77
$14.2M 0.36%
124,831
+12,439
78
$13.5M 0.34%
68,942
+3,759
79
$13.5M 0.34%
517,587
+59,593
80
$13.4M 0.34%
122,930
+23,209
81
$13.4M 0.34%
372,634
+1,215
82
$13.1M 0.33%
485,744
+34,215
83
$12.6M 0.32%
105,076
+71
84
$12.3M 0.31%
959,510
+188,750
85
$12M 0.31%
232,184
-1,762
86
$11.9M 0.3%
321,670
+111,888
87
$11.5M 0.29%
75,503
+1,905
88
$11.4M 0.29%
+144,277
89
$11.3M 0.29%
179,713
+3,502
90
$11M 0.28%
327,497
+51,162
91
$10.9M 0.28%
263,000
+22,520
92
$10.6M 0.27%
155,489
+1,758
93
$10.5M 0.27%
162,174
+3,263
94
$10.3M 0.26%
140,419
-47,258
95
$10.2M 0.26%
334,060
-3,234
96
$10M 0.25%
179,505
+938
97
$9.42M 0.24%
1,228,200
+557,010
98
$9.09M 0.23%
256,993
-11,638
99
$8.95M 0.23%
+91,127
100
$8.93M 0.23%
120,085
-1,210
2 3
4
5 6