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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.75M 0.13%
32,052
-933
152
$3.69M 0.13%
227,080
-68,740
153
$3.65M 0.13%
51,412
+7,692
154
$3.6M 0.13%
146,345
-128,485
155
$3.57M 0.13%
38,596
-26,010
156
$3.33M 0.12%
105,464
-23,371
157
$3.19M 0.11%
102,974
+24,258
158
$3.01M 0.11%
85,422
-16,803
159
$2.98M 0.11%
+85,841
160
$2.96M 0.11%
41,431
-1,374
161
$2.8M 0.1%
46,794
+587
162
$2.74M 0.1%
21,680
+2,711
163
$2.69M 0.1%
119,873
+29,448
164
$2.62M 0.09%
40,266
-741
165
$2.59M 0.09%
+51,398
166
$2.49M 0.09%
+41,537
167
$2.44M 0.09%
38,945
+18,996
168
$2.35M 0.08%
21,342
-13,620
169
$2.22M 0.08%
56,768
-7,956
170
$2.13M 0.08%
15,330
-106
171
$2.11M 0.08%
12,195
-205
172
$2.1M 0.07%
21,661
-5,320
173
$2.07M 0.07%
18,890
+382
174
$2.06M 0.07%
30,170
+16,092
175
$1.98M 0.07%
17,161
-10
5 6
7
8 9