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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.68M 0.15%
252,112
+5,254
127
$6.65M 0.14%
146,194
-4,754
128
$6.57M 0.14%
229,765
-1,922
129
$6.38M 0.14%
74,643
-142
130
$6.35M 0.14%
128,466
-1,572
131
$6.35M 0.14%
120,739
-1,459
132
$6.31M 0.14%
480,651
+1,064
133
$6.03M 0.13%
72,115
+10,005
134
$5.99M 0.13%
383,548
-1,922
135
$5.97M 0.13%
151,495
+149
136
$5.9M 0.13%
196,653
+840
137
$5.85M 0.13%
61,458
+31,578
138
$5.67M 0.12%
44,772
-1,149
139
$5.64M 0.12%
50,551
-421
140
$5.62M 0.12%
20,496
-72
141
$5.62M 0.12%
98,243
-127
142
$5.5M 0.12%
86,784
+3,566
143
$5.48M 0.12%
+222,474
144
$5.44M 0.12%
+113,984
145
$5.44M 0.12%
97,440
-980
146
$5.2M 0.11%
47,606
+45,718
147
$5.17M 0.11%
61,681
-61
148
$5.15M 0.11%
53,483
+7,332
149
$5.11M 0.11%
424,228
-76
150
$4.95M 0.11%
83,647
+9,231
4 5
6
7 8