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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.23M 0.08%
40,687
-2,011
177
$3.1M 0.07%
38,553
-2,137
178
$3.07M 0.07%
87,517
+2,181
179
$3.05M 0.07%
36,162
+2,413
180
$3.03M 0.07%
88,152
-1,986
181
$2.99M 0.07%
42,438
+2,437
182
$2.96M 0.07%
+35,530
183
$2.94M 0.07%
181,012
+97,810
184
$2.9M 0.07%
19,944
185
$2.89M 0.07%
30,637
+1,395
186
$2.88M 0.07%
72,977
-3,050
187
$2.88M 0.07%
83,622
+4,681
188
$2.88M 0.07%
71,062
+1,897
189
$2.85M 0.07%
98,533
+2,454
190
$2.84M 0.07%
58,739
+2,740
191
$2.83M 0.07%
29,711
-225
192
$2.81M 0.07%
83,258
+3,995
193
$2.81M 0.07%
53,904
-16,674
194
$2.79M 0.07%
+64,745
195
$2.78M 0.07%
76,969
+2,824
196
$2.77M 0.06%
103,372
+8,006
197
$2.76M 0.06%
30,234
+1,659
198
$2.74M 0.06%
+56,421
199
$2.71M 0.06%
35,590
-2,343
200
$2.71M 0.06%
+35,006
6 7
8
9 10