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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.83M 0.11%
58,247
-2,256
152
$4.81M 0.11%
+273,819
153
$4.79M 0.11%
30,605
+1,194
154
$4.71M 0.1%
42,210
+4,700
155
$4.67M 0.1%
212,308
+45,679
156
$4.61M 0.1%
132,559
-31,893
157
$4.61M 0.1%
146,671
-71,138
158
$4.56M 0.1%
20,568
-471
159
$4.55M 0.1%
132,216
+3,399
160
$4.51M 0.1%
+74,785
161
$4.48M 0.1%
+141,591
162
$4.47M 0.1%
62,423
+332
163
$4.38M 0.1%
71,797
+7,100
164
$4.32M 0.1%
260,990
-48
165
$4.25M 0.09%
22,545
+487
166
$4.21M 0.09%
268,871
+4,086
167
$4.17M 0.09%
192,056
-3,217
168
$4.16M 0.09%
174,105
+1,354
169
$4.03M 0.09%
46,467
+10
170
$3.97M 0.09%
135,582
+10,221
171
$3.95M 0.09%
74,416
-3,565
172
$3.84M 0.09%
46,151
-599
173
$3.82M 0.08%
86,331
+18,938
174
$3.8M 0.08%
26,161
+742
175
$3.72M 0.08%
39,413
-1,377
5 6
7
8 9