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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.39M 0.12%
48,371
+1,577
152
$3.33M 0.12%
29,689
-2,363
153
$3.21M 0.11%
105,213
-251
154
$2.99M 0.1%
+35,896
155
$2.88M 0.1%
86,870
+1,448
156
$2.73M 0.1%
86,854
+1,013
157
$2.63M 0.09%
120,235
+362
158
$2.58M 0.09%
54,275
+2,877
159
$2.58M 0.09%
+30,652
160
$2.57M 0.09%
+295,800
161
$2.5M 0.09%
52,469
+17,041
162
$2.5M 0.09%
+32,475
163
$2.44M 0.09%
40,334
+68
164
$2.44M 0.08%
38,181
-3,250
165
$2.44M 0.08%
+47,087
166
$2.36M 0.08%
17,096
-4,584
167
$2.34M 0.08%
61,238
+53,023
168
$2.21M 0.08%
12,201
+6
169
$2.21M 0.08%
17,662
+501
170
$2.16M 0.08%
70,110
+11,682
171
$2.04M 0.07%
63,821
+41,857
172
$2.03M 0.07%
21,614
-47
173
$1.95M 0.07%
30,430
+260
174
$1.95M 0.07%
19,175
+285
175
$1.86M 0.06%
149,508
+85,743
5 6
7
8 9