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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.96M 0.07%
58,428
-6,584
177
$1.91M 0.07%
16,419
+1,256
178
$1.85M 0.07%
88,665
+187
179
$1.85M 0.07%
26,872
-7,223
180
$1.83M 0.06%
58,087
+6,100
181
$1.76M 0.06%
47,469
+9,042
182
$1.75M 0.06%
68,393
-75,442
183
$1.75M 0.06%
+42,588
184
$1.72M 0.06%
51,082
+736
185
$1.7M 0.06%
48,119
+17,490
186
$1.69M 0.06%
35,428
+15,780
187
$1.69M 0.06%
60,808
-11,713
188
$1.68M 0.06%
63,962
+25,408
189
$1.67M 0.06%
+48,583
190
$1.66M 0.06%
50,573
+11,111
191
$1.62M 0.06%
+35,098
192
$1.61M 0.06%
29,744
+6,505
193
$1.6M 0.06%
135,940
-3,597
194
$1.56M 0.06%
88,665
+1,975
195
$1.56M 0.06%
23,007
-20,680
196
$1.56M 0.06%
52,995
+14,018
197
$1.47M 0.05%
+32,967
198
$1.46M 0.05%
24,467
-8,634
199
$1.42M 0.05%
25,188
-7,510
200
$1.42M 0.05%
27,620
+14,356
6 7
8
9 10