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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.83M 0.2%
82,748
-6,676
127
$5.7M 0.2%
168,665
-28,668
128
$5.69M 0.2%
102,286
+78,777
129
$4.63M 0.16%
142,377
+836
130
$4.62M 0.16%
135,244
-83,088
131
$4.6M 0.16%
129,585
-126,568
132
$4.55M 0.16%
59,337
+393
133
$4.49M 0.16%
37,289
-3,068
134
$4.49M 0.16%
80,993
-6,535
135
$4.47M 0.16%
+115,700
136
$4.41M 0.15%
144,870
-35,009
137
$4.25M 0.15%
159,355
-13,349
138
$4.18M 0.15%
+88,143
139
$4.14M 0.14%
73,430
-5,983
140
$4.07M 0.14%
114,360
+105,115
141
$4M 0.14%
28,282
-1,876
142
$3.99M 0.14%
52,886
-4,221
143
$3.84M 0.13%
125,017
+848
144
$3.83M 0.13%
160,069
+1,673
145
$3.74M 0.13%
176,386
+156,337
146
$3.65M 0.13%
79,332
+3,309
147
$3.65M 0.13%
35,889
-2,707
148
$3.53M 0.12%
77,245
-5,936
149
$3.49M 0.12%
89,758
+929
150
$3.43M 0.12%
53,107
+1,695
4 5
6
7 8