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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.52M 0.21%
70,081
-14,061
127
$6.37M 0.21%
150,605
-18,060
128
$5.99M 0.19%
218,548
-34,759
129
$5.94M 0.19%
22,416
-36,056
130
$5.7M 0.18%
101,402
-884
131
$5.66M 0.18%
+100,999
132
$5.54M 0.18%
79,659
-4,772
133
$5.42M 0.18%
144,028
-842
134
$5.2M 0.17%
126,128
-9,116
135
$5.19M 0.17%
146,266
+121,942
136
$5.19M 0.17%
97,076
+44,607
137
$5.13M 0.17%
+96,269
138
$4.97M 0.16%
+41,542
139
$4.89M 0.16%
131,060
+90,644
140
$4.85M 0.16%
196,639
-47,176
141
$4.73M 0.15%
52,378
-508
142
$4.73M 0.15%
80,197
-796
143
$4.64M 0.15%
+61,174
144
$4.5M 0.15%
95,783
-18,577
145
$4.5M 0.15%
447,150
+151,350
146
$4.48M 0.15%
49,239
+18,587
147
$4.43M 0.14%
33,970
+29,644
148
$4.36M 0.14%
54,720
-4,617
149
$4.3M 0.14%
112,981
-16,604
150
$4.07M 0.13%
50,084
+1,713
4 5
6
7 8