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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.89M 0.32%
93,468
-1,142
102
$9.82M 0.32%
87,305
+2,379
103
$9.58M 0.31%
136,419
-2,750
104
$9.15M 0.3%
+98,725
105
$9.13M 0.3%
150,004
+119,574
106
$9.1M 0.3%
519,236
+27,742
107
$8.93M 0.29%
104,589
-56,765
108
$8.85M 0.29%
531,108
-3,485
109
$8.38M 0.27%
46,487
+43,800
110
$8.3M 0.27%
294,166
-300
111
$8.26M 0.27%
+179,721
112
$8.21M 0.27%
82,938
-395
113
$7.83M 0.25%
195,383
+10,082
114
$7.76M 0.25%
315,299
-2,276
115
$7.72M 0.25%
131,591
-20,924
116
$7.64M 0.25%
165,443
+10,272
117
$7.6M 0.25%
200,226
+84,526
118
$7.47M 0.24%
242,779
+83,424
119
$7.42M 0.24%
41,349
-118
120
$7.4M 0.24%
205,144
-44,832
121
$7.37M 0.24%
+153,388
122
$7.27M 0.24%
307,984
-2,851
123
$7.14M 0.23%
+74,637
124
$6.98M 0.23%
447,417
-40,221
125
$6.69M 0.22%
48,898
-3,786
3 4
5
6 7