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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.5M 0.36%
66,904
-2,038
77
$14.5M 0.36%
249,174
-7,392
78
$13.8M 0.34%
975,020
+15,510
79
$13.7M 0.34%
225,669
-6,515
80
$13.6M 0.34%
496,674
+10,930
81
$13.3M 0.33%
361,894
-10,740
82
$13.3M 0.33%
1,193,097
+1,182,148
83
$13M 0.32%
122,394
-2,437
84
$12.9M 0.32%
119,720
-3,210
85
$12.5M 0.31%
168,888
+28,469
86
$12M 0.3%
49,716
+19,256
87
$11.9M 0.3%
262,120
-880
88
$11.9M 0.29%
73,486
-2,017
89
$11.8M 0.29%
219,159
+53,228
90
$11.7M 0.29%
148,732
-6,757
91
$11.2M 0.28%
205,724
+26,219
92
$11.2M 0.28%
1,493,100
+264,900
93
$11.2M 0.28%
319,366
-8,131
94
$11.1M 0.27%
173,758
-5,955
95
$10.3M 0.25%
118,312
-1,773
96
$10.1M 0.25%
261,794
-59,876
97
$9.62M 0.24%
128,985
-15,292
98
$9.45M 0.23%
164,806
-4,190
99
$9.27M 0.23%
88,597
-2,530
100
$9.18M 0.23%
96,723
-1,949
2 3
4
5 6