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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.23M 0.23%
134,603
-31,887
102
$8.16M 0.23%
+127,709
103
$8.04M 0.23%
160,115
+2,595
104
$7.75M 0.22%
97,953
-23,488
105
$7.71M 0.22%
74,626
+1,016
106
$7.56M 0.21%
42,190
+734
107
$7.4M 0.21%
262,528
+4,415
108
$7.28M 0.21%
48,345
-4,377
109
$7.23M 0.2%
47,555
+663
110
$7.18M 0.2%
88,857
+1,215
111
$7.15M 0.2%
135,779
-29,758
112
$7.04M 0.2%
191,765
+3,313
113
$7.04M 0.2%
61,449
+1,017
114
$7.04M 0.2%
453,877
+7,130
115
$6.99M 0.2%
158,305
+61,233
116
$6.8M 0.19%
228,896
+3,806
117
$6.52M 0.18%
112,663
+1,858
118
$6.25M 0.18%
44,679
+3,457
119
$6.22M 0.18%
53,920
+1,687
120
$6.18M 0.17%
39,367
+664
121
$6.11M 0.17%
160,300
+3,969
122
$6.02M 0.17%
145,918
+2,136
123
$5.87M 0.17%
53,338
-3,675
124
$5.84M 0.17%
241,642
-17,208
125
$5.75M 0.16%
75,415
+60,706
3 4
5
6 7