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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.33M 0.08%
+55,824
177
$2.27M 0.07%
26,531
+5,952
178
$2.22M 0.07%
100,593
-19,642
179
$2.13M 0.07%
26,679
+1,531
180
$2.07M 0.07%
65,338
-21,532
181
$2.05M 0.07%
+19,895
182
$2.01M 0.07%
45,075
-34,257
183
$2M 0.06%
57,616
-32,142
184
$1.99M 0.06%
30,292
+1,360
185
$1.98M 0.06%
40,128
-14,147
186
$1.97M 0.06%
14,339
+1,100
187
$1.92M 0.06%
141,962
-7,056
188
$1.83M 0.06%
34,872
-12,215
189
$1.82M 0.06%
44,705
+8,061
190
$1.81M 0.06%
45,634
-3,422
191
$1.75M 0.06%
26,371
+2,009
192
$1.75M 0.06%
59,698
+1,676
193
$1.73M 0.06%
15,424
+9,719
194
$1.68M 0.05%
+45,391
195
$1.68M 0.05%
10,951
-1,250
196
$1.67M 0.05%
81,041
-8,793
197
$1.66M 0.05%
49,981
+13,417
198
$1.59M 0.05%
28,749
-11,585
199
$1.54M 0.05%
50,254
-6,811
200
$1.53M 0.05%
19,628
-18,553
6 7
8
9 10