ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.68M 0.22%
1,672,240
+311,000
102
$9.62M 0.21%
95,948
-503
103
$9.52M 0.21%
131,285
+3,566
104
$9.44M 0.21%
60,365
+1,529
105
$9.38M 0.21%
+135,074
106
$9.21M 0.2%
150,855
+1,008
107
$9.12M 0.2%
196,005
+5,508
108
$9.02M 0.2%
161,443
-53
109
$8.96M 0.2%
116,417
+110
110
$8.86M 0.2%
79,237
+13
111
$8.86M 0.2%
139,300
+788
112
$8.7M 0.19%
63,183
+28,491
113
$8.67M 0.19%
162,282
+12,334
114
$8.37M 0.19%
119,569
-1,196
115
$8.11M 0.18%
73,244
+2,105
116
$8.01M 0.18%
24,429
+13,795
117
$7.86M 0.17%
174,529
+3,060
118
$7.73M 0.17%
125,275
+66,449
119
$7.3M 0.16%
41,906
-263
120
$7.27M 0.16%
+106,844
121
$6.89M 0.15%
150,948
-101,342
122
$6.6M 0.15%
52,153
+1,875
123
$6.39M 0.14%
246,858
+4,917
124
$6.27M 0.14%
195,813
+4,420
125
$6.25M 0.14%
123,596
+479
3 4
5
6 7