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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.37M 0.1%
44,761
-2,315
152
$4.36M 0.1%
76,829
+25,583
153
$4.3M 0.1%
+45,378
154
$4.3M 0.1%
29,055
+32
155
$4.13M 0.1%
48,645
-21,149
156
$4.11M 0.1%
21,232
-3,342
157
$4.05M 0.09%
20,656
+232
158
$3.99M 0.09%
62,142
+8,862
159
$3.93M 0.09%
42,867
+30,053
160
$3.9M 0.09%
39,571
+2,024
161
$3.75M 0.09%
49,231
+346
162
$3.72M 0.09%
107,937
-9,738
163
$3.71M 0.09%
31,706
-2,250
164
$3.7M 0.09%
53,592
+2,048
165
$3.64M 0.09%
115,956
+1,634
166
$3.64M 0.09%
162,168
+1,005
167
$3.63M 0.09%
125,814
+14,902
168
$3.63M 0.09%
119,541
+10,175
169
$3.6M 0.08%
47,358
-55,621
170
$3.58M 0.08%
95,412
-386,573
171
$3.52M 0.08%
21,407
+425
172
$3.46M 0.08%
+23,197
173
$3.4M 0.08%
24,849
+398
174
$3.26M 0.08%
71,022
+24,416
175
$3.25M 0.08%
82,311
-1,760
5 6
7
8 9