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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.9M 0.37%
172,115
+46,014
77
$16.8M 0.37%
87,152
-33
78
$16.6M 0.36%
211,335
+86,060
79
$16.6M 0.36%
+350,426
80
$15.3M 0.33%
147,666
+773
81
$14.8M 0.32%
254,811
-28
82
$14.5M 0.32%
109,010
-1,399
83
$14.4M 0.31%
509,997
-171,643
84
$13.7M 0.3%
352,454
-1,208
85
$13.4M 0.29%
517,955
+800
86
$12.4M 0.27%
60,914
+264
87
$12.4M 0.27%
75,747
+8
88
$11.9M 0.26%
87,963
+9,918
89
$11.8M 0.26%
242,019
-304
90
$11.7M 0.25%
228,138
-449
91
$11.6M 0.25%
169,056
-589
92
$11.4M 0.25%
314,926
-644
93
$11.3M 0.25%
164,623
-433
94
$11.3M 0.25%
98,235
-18,409
95
$11M 0.24%
117,938
-127
96
$11M 0.24%
37,807
-62
97
$10.8M 0.23%
102,945
-1,134
98
$10.8M 0.23%
96,975
+1,027
99
$10.4M 0.23%
65,490
+2,307
100
$10.4M 0.23%
160,013
-1,310
2 3
4
5 6