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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.86M 0.31%
180,639
-8,144
102
$8.81M 0.31%
149,675
-3,824
103
$8.61M 0.31%
90,858
+6,283
104
$8.45M 0.3%
71,198
-20,403
105
$8.36M 0.3%
218,332
-6,130
106
$8.32M 0.3%
65,636
-1,933
107
$8.24M 0.29%
173,918
+87,760
108
$8.24M 0.29%
339,710
-20,082
109
$8.04M 0.29%
+287,294
110
$7.97M 0.28%
211,840
-162,209
111
$7.95M 0.28%
162,948
+14,825
112
$7.86M 0.28%
251,250
+23,030
113
$7.79M 0.28%
89,263
-5,049
114
$7.79M 0.28%
490,988
+24,206
115
$7.68M 0.27%
308,828
-5,120
116
$7.53M 0.27%
238,619
-6,907
117
$7.46M 0.26%
21,905
+9,012
118
$7.12M 0.25%
74,875
-24,144
119
$7.11M 0.25%
336,285
-88,019
120
$7.04M 0.25%
241,479
-22,003
121
$6.91M 0.25%
64,579
-1,935
122
$6.74M 0.24%
75,780
-9,001
123
$6.67M 0.24%
89,424
-35,720
124
$6.53M 0.23%
159,460
-4,573
125
$6.49M 0.23%
54,585
-1,483
3 4
5
6 7