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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.21M 0.1%
117,675
-58,772
152
$4.18M 0.1%
34,417
+176
153
$4.17M 0.1%
91,007
-7,024
154
$4.16M 0.1%
48,712
+538
155
$4.16M 0.1%
29,023
-3,465
156
$4.15M 0.1%
24,574
+196
157
$4.06M 0.1%
59,131
+428
158
$4M 0.1%
51,108
-3,080
159
$3.95M 0.1%
52,286
-404
160
$3.76M 0.09%
1,040,360
+112,720
161
$3.74M 0.09%
74,669
+4,782
162
$3.67M 0.09%
48,885
+614
163
$3.54M 0.09%
37,717
-21,573
164
$3.5M 0.09%
33,956
+3,715
165
$3.5M 0.09%
51,544
+33,622
166
$3.49M 0.09%
161,163
-55,402
167
$3.47M 0.09%
+42,698
168
$3.39M 0.08%
38,854
+1,722
169
$3.37M 0.08%
20,424
-920
170
$3.36M 0.08%
20,982
+636
171
$3.31M 0.08%
114,322
-23,942
172
$3.24M 0.08%
53,280
+20,191
173
$3.23M 0.08%
24,451
+2,164
174
$3.09M 0.08%
27,412
+15,744
175
$2.97M 0.07%
40,690
+3,947
5 6
7
8 9