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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.78M 0.08%
59,804
+2,504
177
$2.71M 0.08%
87,559
+2,913
178
$2.7M 0.08%
+87,838
179
$2.67M 0.08%
62,219
+55,618
180
$2.61M 0.07%
16,285
-3,696
181
$2.56M 0.07%
87,037
-8,749
182
$2.56M 0.07%
73,266
+786
183
$2.56M 0.07%
46,347
+32,909
184
$2.55M 0.07%
16,830
+10,910
185
$2.54M 0.07%
262,301
-43,414
186
$2.52M 0.07%
80,015
+17,655
187
$2.48M 0.07%
94,248
-5,360
188
$2.48M 0.07%
+151,403
189
$2.46M 0.07%
97,698
+51,946
190
$2.45M 0.07%
+82,713
191
$2.43M 0.07%
97,749
+2,264
192
$2.4M 0.07%
+149,230
193
$2.36M 0.07%
82,197
-3,648
194
$2.35M 0.07%
18,872
+215
195
$2.32M 0.07%
+27,679
196
$2.31M 0.07%
+217,387
197
$2.28M 0.07%
90,930
-15,174
198
$2.27M 0.07%
+79,758
199
$2.26M 0.06%
61,501
+34,565
200
$2.25M 0.06%
131,705
+66,487
6 7
8
9 10