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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.71M 0.3%
+222,338
102
$8.65M 0.3%
1,712,705
+1,655,655
103
$8.65M 0.3%
133,036
-13,843
104
$8.61M 0.3%
534,593
-43,086
105
$8.54M 0.3%
139,169
-10,506
106
$8.12M 0.28%
491,494
+506
107
$7.88M 0.27%
487,638
-18,694
108
$7.75M 0.27%
152,515
-10,433
109
$7.51M 0.26%
+83,333
110
$7.4M 0.26%
310,835
-25,450
111
$7.37M 0.26%
84,142
+9,267
112
$7.3M 0.25%
185,301
-26,539
113
$7.18M 0.25%
90,176
+79,946
114
$7.13M 0.25%
317,575
-22,135
115
$7.02M 0.24%
253,307
+2,057
116
$6.96M 0.24%
294,466
-14,362
117
$6.86M 0.24%
+155,171
118
$6.68M 0.23%
84,431
-4,832
119
$6.61M 0.23%
41,467
+8,942
120
$6.54M 0.23%
+64,557
121
$6.48M 0.23%
86,621
-41,801
122
$6.47M 0.23%
243,815
+2,336
123
$6.38M 0.22%
52,684
-1,901
124
$6.15M 0.21%
688,481
+572,765
125
$5.95M 0.21%
95,286
-6,983
3 4
5
6 7