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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.76M 0.11%
47,022
-3,309
152
$3.69M 0.1%
+52,879
153
$3.52M 0.1%
29,355
-776
154
$3.37M 0.1%
20,216
-27,595
155
$3.3M 0.09%
28,197
+25,980
156
$3.22M 0.09%
29,142
+363
157
$3.21M 0.09%
25,391
-4,473
158
$3.15M 0.09%
28,544
-1,299
159
$3.05M 0.09%
19,981
-663
160
$3.04M 0.09%
36,711
-51,387
161
$2.98M 0.08%
305,715
+5,678
162
$2.97M 0.08%
22,825
-792
163
$2.95M 0.08%
40,625
+10,603
164
$2.95M 0.08%
+75,438
165
$2.93M 0.08%
109,941
+43,474
166
$2.93M 0.08%
95,786
-6,840
167
$2.9M 0.08%
99,608
-17,351
168
$2.85M 0.08%
98,729
+2,079
169
$2.8M 0.08%
102,923
-7,970
170
$2.78M 0.08%
108,330
-7,695
171
$2.77M 0.08%
+108,570
172
$2.76M 0.08%
+41,896
173
$2.72M 0.08%
103,504
-7,095
174
$2.7M 0.08%
50,170
+23,048
175
$2.69M 0.08%
44,223
+20,271
5 6
7
8 9