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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.86M 0.11%
41,559
+20
152
$4.85M 0.11%
238,161
+174,298
153
$4.82M 0.11%
266,639
-2,232
154
$4.82M 0.1%
213,215
+907
155
$4.79M 0.1%
62,313
-110
156
$4.77M 0.1%
22,833
+288
157
$4.73M 0.1%
274,157
+338
158
$4.69M 0.1%
+83,901
159
$4.67M 0.1%
39,263
-2,947
160
$4.65M 0.1%
133,728
+1,169
161
$4.57M 0.1%
173,957
-148
162
$4.5M 0.1%
147,338
+667
163
$4.47M 0.1%
130,467
-1,749
164
$4.46M 0.1%
75,434
+3,637
165
$4.45M 0.1%
36,403
-4
166
$4.39M 0.1%
194,370
+2,314
167
$4.29M 0.09%
+14,614
168
$4.24M 0.09%
+55,618
169
$4.22M 0.09%
263,034
+174,271
170
$4.17M 0.09%
87,001
-864
171
$4.14M 0.09%
+49,809
172
$4.12M 0.09%
93,701
-215
173
$4.1M 0.09%
89,143
+2,812
174
$4.06M 0.09%
34,952
+1,695
175
$3.92M 0.09%
37,846
-58
5 6
7
8 9