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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.91M 0.09%
134,030
-1,552
177
$3.81M 0.08%
60,165
-5,831
178
$3.75M 0.08%
39,052
-361
179
$3.7M 0.08%
88,102
-35,494
180
$3.69M 0.08%
78,890
+39,713
181
$3.65M 0.08%
56,203
+4,121
182
$3.52M 0.08%
81,297
-394
183
$3.52M 0.08%
+41,179
184
$3.5M 0.08%
+67,247
185
$3.46M 0.08%
74,830
-31,640
186
$3.38M 0.07%
37,195
+2,023
187
$3.35M 0.07%
5,823
+3,455
188
$3.35M 0.07%
9,779
+850
189
$3.35M 0.07%
42,707
+4
190
$3.32M 0.07%
12,899
+1,019
191
$3.31M 0.07%
+57,883
192
$3.29M 0.07%
19,790
+696
193
$3.27M 0.07%
+35,773
194
$3.23M 0.07%
+10,488
195
$3.22M 0.07%
+14,104
196
$3.19M 0.07%
85,779
+3,632
197
$3.17M 0.07%
17,033
+261
198
$3.14M 0.07%
268,710
-5,820
199
$3.14M 0.07%
37,662
+1,561
200
$3.13M 0.07%
30,520
+2,930
6 7
8
9 10