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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.67M 0.08%
+163,007
177
$2.67M 0.08%
24,714
+1,757
178
$2.66M 0.08%
38,341
-7,881
179
$2.6M 0.07%
18,021
-2,144
180
$2.6M 0.07%
15,700
+12,890
181
$2.59M 0.07%
106,104
-4,212
182
$2.58M 0.07%
+38,400
183
$2.44M 0.07%
129,610
-9,187
184
$2.44M 0.07%
41,160
+12,892
185
$2.36M 0.07%
31,316
+3,470
186
$2.3M 0.07%
40,698
+3,747
187
$2.29M 0.06%
12,988
+4,372
188
$2.27M 0.06%
61,971
+21,864
189
$2.27M 0.06%
85,845
+1,722
190
$2.26M 0.06%
72,480
-2,451
191
$2.25M 0.06%
84,945
-6,005
192
$2.19M 0.06%
27,081
-246
193
$2.17M 0.06%
84,646
+48,861
194
$2.13M 0.06%
266,202
+108,233
195
$2.1M 0.06%
1,223,720
+194,280
196
$2.08M 0.06%
+57,300
197
$2.08M 0.06%
42,820
-3,013
198
$2.06M 0.06%
+174,063
199
$2.05M 0.06%
23,752
+332
200
$2.03M 0.06%
80,791
+6,236
6 7
8
9 10