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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.7M 0.08%
284,683
-14,595
177
$3.64M 0.08%
+55,658
178
$3.63M 0.08%
74,587
-78,408
179
$3.6M 0.08%
70,876
+2,243
180
$3.59M 0.08%
33,257
+514
181
$3.57M 0.08%
59,592
+12,802
182
$3.55M 0.08%
93,916
+574
183
$3.54M 0.08%
65,996
+41,981
184
$3.53M 0.08%
30,516
+832
185
$3.46M 0.08%
+37,904
186
$3.43M 0.08%
90,821
+8,474
187
$3.38M 0.08%
+57,386
188
$3.37M 0.07%
35,172
-1,882
189
$3.33M 0.07%
19,094
+7,361
190
$3.27M 0.07%
87,865
+26,261
191
$3.27M 0.07%
42,703
-18,538
192
$3.26M 0.07%
+647,614
193
$3.25M 0.07%
36,565
+4,231
194
$3.19M 0.07%
27,814
-742
195
$3.17M 0.07%
+52,312
196
$3.17M 0.07%
19,801
-143
197
$3.16M 0.07%
+52,082
198
$3.14M 0.07%
29,305
-3,047
199
$3.04M 0.07%
28,385
-6,063
200
$3.03M 0.07%
88,065
-1,091
6 7
8
9 10