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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.36M 0.05%
23,353
+327
202
$1.35M 0.05%
36,755
+18,651
203
$1.35M 0.05%
50,721
+251
204
$1.34M 0.05%
24,362
+12,926
205
$1.33M 0.05%
68,120
+2,789
206
$1.33M 0.05%
25,648
-13,297
207
$1.32M 0.05%
39,285
-18,802
208
$1.3M 0.05%
23,533
+12,336
209
$1.29M 0.04%
20,676
+79
210
$1.27M 0.04%
41,725
+28,839
211
$1.27M 0.04%
58,022
+2,142
212
$1.27M 0.04%
13,167
+6,312
213
$1.26M 0.04%
13,119
-1,447
214
$1.26M 0.04%
28,390
+11,231
215
$1.25M 0.04%
+3,629
216
$1.25M 0.04%
+19,354
217
$1.23M 0.04%
36,644
-11,939
218
$1.22M 0.04%
35,708
+62
219
$1.22M 0.04%
40,416
-1,756
220
$1.19M 0.04%
24,302
+242
221
$1.19M 0.04%
55,924
-5,355
222
$1.19M 0.04%
27,403
+184
223
$1.17M 0.04%
+68,243
224
$1.16M 0.04%
25,826
+1,375
225
$1.15M 0.04%
92,344
+31,224
7 8
9
10 11