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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.32M 0.11%
121,166
+9,868
152
$4.3M 0.11%
32,488
+2,765
153
$4.3M 0.11%
54,188
+37,748
154
$4.29M 0.11%
180,486
+748
155
$4.26M 0.11%
130,990
+9,068
156
$4.18M 0.11%
52,690
+37,617
157
$4.13M 0.1%
64,550
+20,329
158
$4.05M 0.1%
24,378
+7,706
159
$4.03M 0.1%
40,329
+151
160
$3.85M 0.1%
159,343
+1,318
161
$3.84M 0.1%
48,174
-329,067
162
$3.79M 0.1%
128,180
+66,679
163
$3.79M 0.1%
82,862
+1,014
164
$3.79M 0.1%
+57,856
165
$3.71M 0.09%
138,264
-4,235
166
$3.63M 0.09%
119,103
+65,056
167
$3.45M 0.09%
92,373
+3,421
168
$3.42M 0.09%
41,697
-2,177
169
$3.41M 0.09%
21,344
+4,514
170
$3.41M 0.09%
20,346
+4,061
171
$3.29M 0.08%
69,887
+29,070
172
$3.26M 0.08%
47,173
+4,603
173
$3.2M 0.08%
24,144
-11,100
174
$3.15M 0.08%
140,809
+9,104
175
$3.15M 0.08%
48,271
+1,924
5 6
7
8 9