ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.9M 0.4%
129,095
-692
77
$17.1M 0.38%
64,974
-10,722
78
$16.1M 0.36%
170,537
-538
79
$15.5M 0.34%
254,839
+25,808
80
$14.2M 0.32%
110,409
-1,174
81
$14M 0.31%
242,323
-1,003
82
$13.8M 0.31%
146,893
+263
83
$13.3M 0.29%
116,644
+1,056
84
$13.2M 0.29%
651,980
+9,690
85
$13.2M 0.29%
353,662
-1,887
86
$12.7M 0.28%
315,570
+777
87
$12.1M 0.27%
165,056
+29,272
88
$12M 0.27%
517,155
+24,552
89
$11.8M 0.26%
228,587
-62,251
90
$11.8M 0.26%
126,101
-19,801
91
$11.7M 0.26%
118,065
+427
92
$11.6M 0.26%
75,739
+871
93
$11.6M 0.26%
161,323
-2,084
94
$11.5M 0.26%
78,045
+120
95
$11.2M 0.25%
169,645
+187
96
$10.5M 0.23%
60,650
+1,675
97
$10.5M 0.23%
104,079
-9,762
98
$10.4M 0.23%
37,869
+232
99
$9.97M 0.22%
66,731
+11,418
100
$9.86M 0.22%
+39,156
2 3
4
5 6