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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.83M 0.06%
89,834
+1,169
177
$1.8M 0.06%
20,579
+11,881
178
$1.76M 0.06%
42,414
+25,525
179
$1.73M 0.06%
26,955
+83
180
$1.72M 0.06%
25,148
+681
181
$1.67M 0.06%
29,857
+6,436
182
$1.65M 0.06%
68,192
-201
183
$1.58M 0.06%
16,159
-260
184
$1.57M 0.05%
+13,239
185
$1.57M 0.05%
22,799
-208
186
$1.54M 0.05%
+28,932
187
$1.49M 0.05%
49,056
+15,544
188
$1.48M 0.05%
13,301
+243
189
$1.47M 0.05%
54,083
+414
190
$1.45M 0.05%
149,018
-325
191
$1.43M 0.05%
63,911
-51
192
$1.43M 0.05%
25,859
+671
193
$1.42M 0.05%
35,195
-21,573
194
$1.41M 0.05%
20,910
+14,578
195
$1.39M 0.05%
+47,292
196
$1.39M 0.05%
57,065
+42,592
197
$1.38M 0.05%
30,945
+1,867
198
$1.38M 0.05%
1,189
+18
199
$1.36M 0.05%
65,220
+22,354
200
$1.36M 0.05%
42,934
+3,624
6 7
8
9 10