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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.1M 0.12%
118,935
-35,457
152
$4.04M 0.12%
671,190
-795,745
153
$3.98M 0.11%
179,738
-27,855
154
$3.86M 0.11%
+81,848
155
$3.76M 0.11%
121,922
-18,747
156
$3.74M 0.11%
115,457
+5,516
157
$3.72M 0.11%
25,234
-157
158
$3.64M 0.1%
29,723
+368
159
$3.58M 0.1%
16,039
+9,323
160
$3.49M 0.1%
66,782
+39,622
161
$3.44M 0.1%
142,499
-13,735
162
$3.42M 0.1%
43,778
+7,067
163
$3.37M 0.1%
42,786
-10,093
164
$3.32M 0.1%
83,854
-14,875
165
$3.27M 0.09%
38,547
+206
166
$3.25M 0.09%
44,352
-9,734
167
$3.22M 0.09%
88,952
-56,966
168
$3.2M 0.09%
42,570
-7,600
169
$3.16M 0.09%
43,874
-3,148
170
$3.15M 0.09%
111,298
-46,796
171
$3.13M 0.09%
+40,178
172
$3.01M 0.09%
22,561
-264
173
$2.93M 0.08%
35,978
-4,647
174
$2.87M 0.08%
96,798
+748
175
$2.8M 0.08%
44,221
-40,476
5 6
7
8 9