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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.24M 0.15%
+445,928
127
$5.23M 0.15%
68,733
+4,562
128
$5.22M 0.15%
32,378
-6,989
129
$5.18M 0.15%
58,405
+16,509
130
$5.15M 0.15%
62,169
-13,246
131
$5.13M 0.15%
270,953
-216,954
132
$5.08M 0.15%
71,004
-26,949
133
$4.99M 0.14%
140,133
-27,768
134
$4.94M 0.14%
94,107
-98,668
135
$4.93M 0.14%
136,842
+1,196
136
$4.92M 0.14%
94,509
+4,972
137
$4.82M 0.14%
90,259
-14,888
138
$4.69M 0.13%
115,896
+108,328
139
$4.59M 0.13%
226,725
-15,936
140
$4.59M 0.13%
100,669
-17,012
141
$4.56M 0.13%
37,228
-24,221
142
$4.44M 0.13%
45,065
-8,637
143
$4.39M 0.13%
63,611
-10,668
144
$4.34M 0.12%
+5,296
145
$4.33M 0.12%
33,583
-5,708
146
$4.28M 0.12%
58,269
-8,336
147
$4.25M 0.12%
172,438
-69,204
148
$4.25M 0.12%
+158,025
149
$4.19M 0.12%
117,121
-14,898
150
$4.18M 0.12%
+35,244
4 5
6
7 8