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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.94M 0.22%
79,046
-191
102
$9.88M 0.22%
160,360
-1,922
103
$9.65M 0.21%
61,559
+1,194
104
$9.55M 0.21%
196,926
+921
105
$9.5M 0.21%
129,153
-2,132
106
$9.43M 0.21%
545,410
-106,570
107
$9.01M 0.2%
150,854
-1
108
$8.95M 0.19%
160,791
-652
109
$8.9M 0.19%
119,339
-230
110
$8.6M 0.19%
55,725
+19,532
111
$8.58M 0.19%
1,448,440
-223,800
112
$8.27M 0.18%
24,658
+229
113
$8.26M 0.18%
33,859
+7,796
114
$8.23M 0.18%
139,115
-185
115
$8.08M 0.18%
106,166
-28,908
116
$7.82M 0.17%
116,014
-403
117
$7.72M 0.17%
28,423
+6,710
118
$7.48M 0.16%
71,360
-1,884
119
$7.33M 0.16%
83,797
+37,330
120
$7.05M 0.15%
106,726
-118
121
$7.03M 0.15%
42,302
+396
122
$6.96M 0.15%
35,390
-130
123
$6.93M 0.15%
41,908
-24,823
124
$6.85M 0.15%
52,033
-120
125
$6.74M 0.15%
50,871
+436
3 4
5
6 7