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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.04M 0.08%
103,066
-15,869
177
$3.03M 0.08%
+50,825
178
$2.94M 0.07%
30,241
+8,286
179
$2.93M 0.07%
37,132
+1,154
180
$2.92M 0.07%
93,105
+27,106
181
$2.87M 0.07%
147,471
+52,420
182
$2.75M 0.07%
19,308
+14,690
183
$2.71M 0.07%
22,287
+7,788
184
$2.68M 0.07%
83,835
-3,202
185
$2.68M 0.07%
84,792
+2,595
186
$2.65M 0.07%
36,743
+1,621
187
$2.64M 0.07%
84,036
-3,523
188
$2.59M 0.07%
90,204
+16,225
189
$2.58M 0.07%
95,864
+17,600
190
$2.57M 0.07%
22,817
+5,601
191
$2.55M 0.07%
67,234
+61,186
192
$2.53M 0.06%
12,297
+3,530
193
$2.53M 0.06%
927,640
+359,480
194
$2.52M 0.06%
36,738
+4,916
195
$2.52M 0.06%
+117,976
196
$2.49M 0.06%
79,275
+2,305
197
$2.44M 0.06%
57,255
+48,518
198
$2.43M 0.06%
32,675
-5,872
199
$2.43M 0.06%
+43,283
200
$2.42M 0.06%
66,927
-48,530
6 7
8
9 10