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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$22M
3
+$21.7M
4
FITB icon
Fifth Third Bancorp
FITB
+$16.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$34.9M
2
+$19.9M
3
+$17.6M
4
RPM icon
RPM International
RPM
+$15.9M
5
DAL icon
Delta Air Lines
DAL
+$12.7M

Sector Composition

1 Financials 19.76%
2 Industrials 12.61%
3 Healthcare 11.94%
4 Technology 10.74%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.53M 0.05%
38,914
-14,193
202
$1.52M 0.05%
48,595
+27,721
203
$1.51M 0.05%
26,783
+22,303
204
$1.5M 0.05%
+12,298
205
$1.5M 0.05%
25,525
-4,332
206
$1.49M 0.05%
54,699
-32,155
207
$1.47M 0.05%
53,978
-1,946
208
$1.46M 0.05%
61,127
-7,065
209
$1.46M 0.05%
74,073
+41,307
210
$1.44M 0.05%
36,650
-5,764
211
$1.41M 0.05%
+71,596
212
$1.4M 0.05%
36,919
+164
213
$1.4M 0.05%
19,014
+11,591
214
$1.39M 0.05%
64,930
-3,190
215
$1.37M 0.04%
+105,527
216
$1.37M 0.04%
2,956
+503
217
$1.36M 0.04%
28,356
+2,167
218
$1.35M 0.04%
19,063
-291
219
$1.34M 0.04%
+78,015
220
$1.33M 0.04%
+27,453
221
$1.32M 0.04%
47,456
+4,610
222
$1.31M 0.04%
20,277
-6,678
223
$1.31M 0.04%
18,515
-2,161
224
$1.31M 0.04%
22,508
-8,437
225
$1.3M 0.04%
55,478
-9,742
7 8
9
10 11