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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.42M 0.22%
162,599
-3,340
102
$9.08M 0.21%
57,976
-203
103
$8.93M 0.21%
156,738
-8,068
104
$8.81M 0.21%
128,194
-2,940
105
$8.7M 0.2%
125,284
-3,701
106
$8.64M 0.2%
170,757
+107,863
107
$8.24M 0.19%
57,940
-979
108
$8.23M 0.19%
138,434
-2,708
109
$8.17M 0.19%
138,374
-2,778
110
$8.13M 0.19%
76,230
+19,329
111
$7.81M 0.18%
86,303
-1,605
112
$7.74M 0.18%
168,576
+162,115
113
$7.69M 0.18%
84,161
+191
114
$7.65M 0.18%
112,360
-2,190
115
$7.61M 0.18%
59,030
-4,481
116
$7.59M 0.18%
123,033
-1,593
117
$7.5M 0.18%
42,078
-163
118
$7.36M 0.17%
111,439
+1,514
119
$7.3M 0.17%
200,241
+87,714
120
$7.29M 0.17%
331,854
-435
121
$7.28M 0.17%
116,301
-2,282
122
$7.26M 0.17%
221,434
-60,824
123
$7.03M 0.16%
+79,625
124
$7.01M 0.16%
68,427
+2,078
125
$6.89M 0.16%
53,131
-1,044
3 4
5
6 7