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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.62M 0.16%
214,372
+4,137
127
$6.5M 0.15%
228,132
-7,234
128
$6.49M 0.15%
152,458
+2,194
129
$6.11M 0.14%
188,429
+6,376
130
$6.11M 0.14%
151,222
-92,316
131
$5.85M 0.14%
44,046
-5,663
132
$5.84M 0.14%
1,306,440
+266,080
133
$5.82M 0.14%
120,252
+98
134
$5.59M 0.13%
160,312
-87
135
$5.56M 0.13%
115,733
-2,315
136
$5.42M 0.13%
128,654
+1,258
137
$5.17M 0.12%
264,655
-6,314
138
$5.13M 0.12%
+200,324
139
$5.03M 0.12%
26,578
-410
140
$4.93M 0.12%
432,852
-9,332
141
$4.91M 0.12%
+44,568
142
$4.82M 0.11%
97,901
-1,967
143
$4.81M 0.11%
61,995
-1,126
144
$4.74M 0.11%
20,759
-11,729
145
$4.73M 0.11%
33,489
+10,791
146
$4.68M 0.11%
61,539
+2,408
147
$4.44M 0.1%
36,270
-23,256
148
$4.43M 0.1%
+32,829
149
$4.41M 0.1%
172,465
-3,299
150
$4.4M 0.1%
51,720
+612
4 5
6
7 8