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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.94M 0.07%
+78,124
177
$2.94M 0.07%
+361,178
178
$2.93M 0.07%
85,336
+1,501
179
$2.92M 0.07%
70,578
-92,947
180
$2.91M 0.07%
123,474
-11,455
181
$2.91M 0.07%
+67,233
182
$2.82M 0.07%
37,547
+27,578
183
$2.82M 0.07%
84,071
+4,796
184
$2.78M 0.07%
37,933
+1,195
185
$2.76M 0.07%
22,698
-119
186
$2.75M 0.07%
90,138
+3,810
187
$2.75M 0.07%
19,944
-4,200
188
$2.72M 0.07%
29,981
+26,904
189
$2.68M 0.07%
29,936
+1,037
190
$2.65M 0.07%
74,145
+41,028
191
$2.64M 0.07%
78,941
+71,762
192
$2.62M 0.06%
39,359
+2,483
193
$2.6M 0.06%
+79,263
194
$2.59M 0.06%
108,000
-9,976
195
$2.59M 0.06%
+290,726
196
$2.58M 0.06%
102,171
-16,932
197
$2.57M 0.06%
28,575
+877
198
$2.57M 0.06%
96,079
+215
199
$2.57M 0.06%
69,165
+2,238
200
$2.56M 0.06%
117,377
+11,106
6 7
8
9 10