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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.91M 0.22%
58,179
+2,334
102
$8.64M 0.21%
131,134
-5,330
103
$8.51M 0.21%
243,538
-13,455
104
$8.32M 0.21%
+77,413
105
$8.31M 0.21%
332,289
-9,897
106
$8.01M 0.2%
165,939
-5,161
107
$7.97M 0.2%
282,258
-51,802
108
$7.95M 0.2%
141,142
-3,994
109
$7.83M 0.19%
58,919
+2,726
110
$7.8M 0.19%
+141,152
111
$7.7M 0.19%
102,979
+812
112
$7.6M 0.19%
114,550
-2,651
113
$7.55M 0.19%
124,626
-37,548
114
$7.53M 0.19%
59,526
-478
115
$7.41M 0.18%
87,908
-2,471
116
$7.17M 0.18%
54,175
-1,505
117
$6.94M 0.17%
63,511
+2,247
118
$6.87M 0.17%
109,925
+13,717
119
$6.86M 0.17%
235,366
-5,802
120
$6.84M 0.17%
42,241
+13,619
121
$6.8M 0.17%
49,709
-2,038
122
$6.6M 0.16%
145,422
+88,167
123
$6.59M 0.16%
32,488
-5,173
124
$6.57M 0.16%
118,583
-3,361
125
$6.49M 0.16%
150,264
+4,052
3 4
5
6 7