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
$3.48B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$19.7M
3
+$17.8M
4
SPLS
Staples Inc
SPLS
+$16.7M
5
ALSN icon
Allison Transmission
ALSN
+$14.6M

Top Sells

1
+$46.9M
2
+$23.4M
3
+$16.8M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
CVS icon
CVS Health
CVS
+$12.1M

Sector Composition

1 Financials 20.43%
2 Technology 14.13%
3 Industrials 11.1%
4 Healthcare 10.24%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.22M 0.06%
26,099
+531
202
$2.22M 0.06%
53,386
+3,001
203
$2.17M 0.06%
40,883
+8,534
204
$2.17M 0.06%
31,822
+8,173
205
$2.13M 0.06%
197,304
+147,645
206
$2.13M 0.06%
13,086
-4,935
207
$2.12M 0.06%
28,028
-3,288
208
$2.1M 0.06%
+18,835
209
$2.1M 0.06%
125,732
+4,665
210
$2.09M 0.06%
183,918
-82,284
211
$2.08M 0.06%
64,618
-378
212
$2.08M 0.06%
16,672
+3,684
213
$2.07M 0.06%
37,495
+415
214
$2.07M 0.06%
35,122
-6,038
215
$2.05M 0.06%
78,264
-30,066
216
$2.05M 0.06%
116,843
-12,767
217
$1.98M 0.06%
+65,999
218
$1.97M 0.06%
135,028
-1,979
219
$1.96M 0.06%
73,979
-29,525
220
$1.94M 0.06%
76,970
-1,933
221
$1.94M 0.06%
48,972
+31,062
222
$1.93M 0.06%
79,862
-4,446
223
$1.92M 0.06%
52,387
-9,584
224
$1.83M 0.05%
+3,010
225
$1.82M 0.05%
19,004
-4,009
7 8
9
10 11