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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.2M 0.38%
86,809
+13,323
77
$14.6M 0.34%
64,885
-2,019
78
$14.2M 0.33%
56,382
+6,666
79
$14.1M 0.33%
506,440
+7,198
80
$13.8M 0.32%
503,534
+6,860
81
$13.6M 0.32%
355,316
-6,578
82
$13.2M 0.31%
244,835
-4,339
83
$12.9M 0.3%
123,001
+85,284
84
$12.8M 0.3%
117,649
-2,071
85
$12.6M 0.29%
225,533
+6,374
86
$12.4M 0.29%
1,732,785
+239,685
87
$12.4M 0.29%
197,658
-8,066
88
$12.3M 0.29%
256,600
-5,520
89
$12.1M 0.28%
314,719
-4,647
90
$11.9M 0.28%
121,135
-1,259
91
$11.9M 0.28%
163,840
-5,048
92
$11.8M 0.28%
145,598
-3,134
93
$11.8M 0.28%
37,774
+16,193
94
$11.5M 0.27%
257,118
-4,676
95
$11.2M 0.26%
170,145
-3,613
96
$10.8M 0.25%
167,308
+145,401
97
$10.1M 0.24%
115,952
-2,360
98
$10M 0.24%
96,371
-352
99
$9.53M 0.22%
86,923
-1,674
100
$9.5M 0.22%
76,191
-1,222
2 3
4
5 6