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
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.42M 0.05%
+53,669
202
$1.41M 0.05%
1,171
-21
203
$1.39M 0.05%
30,696
+2,569
204
$1.38M 0.05%
15,418
+687
205
$1.38M 0.05%
61,279
-18,467
206
$1.38M 0.05%
+33,129
207
$1.36M 0.05%
50,470
+974
208
$1.36M 0.05%
14,566
+10,197
209
$1.35M 0.05%
149,343
-810
210
$1.34M 0.05%
29,078
+983
211
$1.34M 0.05%
+24,060
212
$1.34M 0.05%
13,058
-3,944
213
$1.32M 0.05%
8,477
+1,808
214
$1.32M 0.05%
85,169
+3,700
215
$1.31M 0.05%
27,810
-3,092
216
$1.3M 0.05%
35,132
+423
217
$1.3M 0.05%
27,219
-4,804
218
$1.3M 0.05%
39,224
+1,170
219
$1.29M 0.05%
70,396
+25,644
220
$1.28M 0.05%
+16,324
221
$1.27M 0.05%
+35,646
222
$1.25M 0.04%
23,421
+3,543
223
$1.24M 0.04%
71,801
-2,915
224
$1.24M 0.04%
66,063
-10,852
225
$1.24M 0.04%
55,880
+86
7 8
9
10 11