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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.02M 0.06%
24,751
+1,147
202
$2.02M 0.06%
25,568
-1,680
203
$2.02M 0.06%
+96,050
204
$2.01M 0.06%
78,903
+1,884
205
$2.01M 0.06%
104,100
-7,665
206
$2.01M 0.06%
58,048
-12,290
207
$1.97M 0.06%
+51,682
208
$1.96M 0.06%
64,996
-6,846
209
$1.96M 0.06%
134,283
+1,315
210
$1.95M 0.06%
29,343
-3,688
211
$1.95M 0.06%
23,200
-177
212
$1.94M 0.05%
24,449
+601
213
$1.92M 0.05%
25,368
-1,866
214
$1.92M 0.05%
23,013
-789
215
$1.91M 0.05%
121,370
-3,123
216
$1.89M 0.05%
95,485
-8,339
217
$1.88M 0.05%
18,657
-491
218
$1.87M 0.05%
+16,530
219
$1.87M 0.05%
84,308
+58,522
220
$1.87M 0.05%
2,016
-183
221
$1.86M 0.05%
32,349
+2,184
222
$1.86M 0.05%
15,611
-1,751
223
$1.86M 0.05%
+13,961
224
$1.84M 0.05%
137,007
-31,424
225
$1.82M 0.05%
37,080
-1,022
7 8
9
10 11