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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.15M 0.23%
+150,946
102
$8.06M 0.23%
+337,294
103
$7.72M 0.22%
136,909
-23,206
104
$7.51M 0.22%
49,765
+1,420
105
$7.34M 0.21%
135,545
-22,760
106
$7.23M 0.21%
101,509
-58,346
107
$7.11M 0.2%
41,510
-6,045
108
$7.01M 0.2%
148,023
-60,089
109
$6.92M 0.2%
113,870
-20,733
110
$6.73M 0.19%
209,782
-241,510
111
$6.66M 0.19%
305,684
+142,677
112
$6.56M 0.19%
59,457
-107,500
113
$6.54M 0.19%
+88,269
114
$6.37M 0.18%
386,327
-67,550
115
$6.32M 0.18%
51,882
-2,038
116
$6.31M 0.18%
56,347
+53,750
117
$6.27M 0.18%
204,295
-80,145
118
$6.2M 0.18%
195,478
-33,418
119
$6.19M 0.18%
53,975
+637
120
$5.95M 0.17%
120,170
+15,072
121
$5.94M 0.17%
86,117
+29,557
122
$5.89M 0.17%
115,804
-19,975
123
$5.63M 0.16%
92,433
-20,230
124
$5.57M 0.16%
+140,821
125
$5.49M 0.16%
219,980
-42,548
3 4
5
6 7