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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.31M 0.16%
83,970
+15,562
127
$6.05M 0.15%
69,794
+960
128
$6.05M 0.15%
210,235
-2,222
129
$5.92M 0.15%
66,349
+24,652
130
$5.91M 0.15%
99,460
+443
131
$5.86M 0.15%
21,581
-101
132
$5.54M 0.14%
270,969
-5,858
133
$5.51M 0.14%
182,053
+91,849
134
$5.45M 0.13%
59,504
+1,351
135
$5.35M 0.13%
160,399
-95,586
136
$5.26M 0.13%
56,901
-1,365
137
$5.25M 0.13%
47,076
+6,747
138
$5.12M 0.13%
127,396
-3,594
139
$5.03M 0.12%
68,189
+3,639
140
$4.81M 0.12%
442,184
-4,496
141
$4.8M 0.12%
120,154
-1,012
142
$4.74M 0.12%
99,868
-2,815
143
$4.71M 0.12%
+26,988
144
$4.67M 0.12%
372,001
-9,195
145
$4.58M 0.11%
56,769
-1,592
146
$4.46M 0.11%
175,764
-4,722
147
$4.45M 0.11%
92,902
-44,436
148
$4.43M 0.11%
+112,527
149
$4.42M 0.11%
118,048
+25,675
150
$4.27M 0.11%
63,121
-1,769
4 5
6
7 8