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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.06M 0.13%
82,561
-5,582
152
$4.05M 0.13%
127,910
-14,467
153
$4.03M 0.13%
+138,302
154
$3.97M 0.13%
180,374
+3,988
155
$3.85M 0.12%
35,590
-299
156
$3.84M 0.12%
379,379
-309,102
157
$3.82M 0.12%
+141,454
158
$3.79M 0.12%
35,474
-1,815
159
$3.6M 0.12%
39,521
+28,934
160
$3.46M 0.11%
+46,202
161
$3.42M 0.11%
29,431
-258
162
$3.19M 0.1%
93,522
+50,588
163
$3.01M 0.1%
37,108
+1,212
164
$2.92M 0.09%
96,462
-8,751
165
$2.91M 0.09%
64,634
+3,396
166
$2.85M 0.09%
107,533
+62,684
167
$2.83M 0.09%
97,999
-27,018
168
$2.58M 0.08%
18,228
+566
169
$2.55M 0.08%
34,271
-52,350
170
$2.53M 0.08%
16,826
-270
171
$2.52M 0.08%
24,567
+2,953
172
$2.51M 0.08%
113,096
-46,973
173
$2.47M 0.08%
32,814
+339
174
$2.36M 0.08%
64,434
-5,676
175
$2.36M 0.08%
+111,114
5 6
7
8 9