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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.24M 0.14%
45,921
-256
127
$6.22M 0.14%
35,520
+1,121
128
$6.03M 0.13%
50,435
-39,455
129
$5.99M 0.13%
+115,292
130
$5.97M 0.13%
+479,587
131
$5.92M 0.13%
106,470
+11,444
132
$5.87M 0.13%
231,687
+3,136
133
$5.82M 0.13%
62,110
+2,716
134
$5.81M 0.13%
385,470
-42,562
135
$5.79M 0.13%
424,304
-7,264
136
$5.75M 0.13%
222,360
+1,052
137
$5.63M 0.13%
26,063
-572
138
$5.56M 0.12%
41,539
+780
139
$5.5M 0.12%
151,346
+318
140
$5.48M 0.12%
83,218
+9,017
141
$5.39M 0.12%
122,198
+716
142
$5.35M 0.12%
50,972
+15,279
143
$5.29M 0.12%
130,038
+10,494
144
$5.22M 0.12%
98,370
-1,928
145
$5.2M 0.12%
133,116
+4,176
146
$5.08M 0.11%
98,420
-89,720
147
$5.05M 0.11%
36,407
+149
148
$5.03M 0.11%
36,193
+138
149
$4.99M 0.11%
21,713
+831
150
$4.87M 0.11%
61,742
+517
4 5
6
7 8