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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.43M 0.23%
+102,269
127
$6.24M 0.22%
+89,133
128
$6M 0.21%
+113,773
129
$5.99M 0.21%
179,879
+18,778
130
$5.84M 0.21%
265,147
-7,858
131
$5.67M 0.2%
32,525
+16,810
132
$5.59M 0.2%
147,663
-330,388
133
$5.43M 0.19%
52,374
-123,680
134
$5.3M 0.19%
197,333
+7,745
135
$5.23M 0.19%
172,704
-4,896
136
$5.2M 0.18%
57,107
-1,533
137
$4.98M 0.18%
40,357
-2,641
138
$4.86M 0.17%
141,541
-54,359
139
$4.86M 0.17%
87,528
-2,970
140
$4.59M 0.16%
211,187
+1,539
141
$4.43M 0.16%
58,944
+10,898
142
$4.24M 0.15%
79,413
-2,090
143
$4.23M 0.15%
83,181
-2,376
144
$4.18M 0.15%
30,158
-3,229
145
$4.14M 0.15%
158,396
+32,650
146
$4.04M 0.14%
52,206
-119,439
147
$4M 0.14%
124,169
+25,253
148
$3.92M 0.14%
48,674
+725
149
$3.8M 0.14%
+88,829
150
$3.78M 0.13%
76,023
+61,473
4 5
6
7 8