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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.93M 0.15%
68,834
+6,665
127
$5.93M 0.15%
+21,682
128
$5.75M 0.15%
446,680
+752
129
$5.73M 0.15%
99,017
+8,758
130
$5.7M 0.14%
69,498
+61,630
131
$5.69M 0.14%
141,065
+244
132
$5.66M 0.14%
58,266
+13,201
133
$5.63M 0.14%
146,212
+9,370
134
$5.63M 0.14%
212,457
+40,019
135
$5.61M 0.14%
276,827
+5,874
136
$5.55M 0.14%
96,208
+1,699
137
$5.53M 0.14%
58,153
+15,367
138
$5.46M 0.14%
59,265
+860
139
$5.28M 0.13%
+61,264
140
$5.27M 0.13%
59,290
+15,512
141
$5.16M 0.13%
98,031
+3,924
142
$4.99M 0.13%
68,408
-325
143
$4.9M 0.12%
216,565
-10,160
144
$4.81M 0.12%
381,196
+118,895
145
$4.69M 0.12%
58,361
+92
146
$4.67M 0.12%
34,241
+658
147
$4.55M 0.12%
102,683
+2,014
148
$4.54M 0.12%
58,703
+14,351
149
$4.46M 0.11%
+28,622
150
$4.41M 0.11%
64,890
+1,279
4 5
6
7 8