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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.87M 0.23%
+98,672
102
$8.59M 0.22%
171,100
+2,745
103
$8.54M 0.22%
165,931
-8,126
104
$8.33M 0.21%
255,985
+51,690
105
$8.31M 0.21%
168,996
-47,382
106
$8.17M 0.21%
136,464
-445
107
$8.08M 0.21%
342,186
+7,729
108
$7.78M 0.2%
117,201
+3,331
109
$7.77M 0.2%
51,747
+1,982
110
$7.75M 0.2%
102,167
+16,050
111
$7.6M 0.19%
241,168
+45,690
112
$7.42M 0.19%
145,136
-2,887
113
$7.24M 0.18%
55,845
+3,963
114
$7.23M 0.18%
60,004
+22,776
115
$7.23M 0.18%
37,661
+5,283
116
$7.18M 0.18%
30,460
+14,421
117
$7.15M 0.18%
90,379
+2,110
118
$7.06M 0.18%
137,338
-36,402
119
$6.99M 0.18%
41,430
-80
120
$6.9M 0.18%
396,946
+10,619
121
$6.86M 0.17%
55,680
-3,777
122
$6.52M 0.17%
56,193
+2,218
123
$6.36M 0.16%
163,525
+98,907
124
$6.13M 0.16%
176,447
+36,314
125
$6.12M 0.16%
121,944
+1,774
3 4
5
6 7