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
$3.93B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$23M
3
+$22.9M
4
CSCO icon
Cisco
CSCO
+$20M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.1M

Top Sells

1
+$26.2M
2
+$19M
3
+$16.5M
4
EWBC icon
East-West Bancorp
EWBC
+$8.39M
5
MSCC
Microsemi Corp
MSCC
+$8.15M

Sector Composition

1 Financials 19.5%
2 Technology 15.1%
3 Industrials 11.32%
4 Healthcare 10.36%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.41M 0.06%
27,130
+9,419
202
$2.41M 0.06%
27,698
+19
203
$2.4M 0.06%
92,756
-4,942
204
$2.39M 0.06%
58,235
-57,661
205
$2.39M 0.06%
53,200
-6,604
206
$2.38M 0.06%
61,921
+43,429
207
$2.37M 0.06%
65,827
-16,886
208
$2.36M 0.06%
32,631
+4,603
209
$2.33M 0.06%
28,899
+10,111
210
$2.31M 0.06%
78,491
-9,347
211
$2.29M 0.06%
+38,916
212
$2.29M 0.06%
86,328
-4,602
213
$2.27M 0.06%
82,040
-14,758
214
$2.25M 0.06%
19,221
+349
215
$2.25M 0.06%
80,437
-17,312
216
$2.25M 0.06%
36,876
+11,547
217
$2.25M 0.06%
24,068
+5,064
218
$2.23M 0.06%
33,008
+5,864
219
$2.21M 0.06%
138,377
-10,853
220
$2.21M 0.06%
74,646
+4,565
221
$2.2M 0.06%
70,642
-2,624
222
$2.19M 0.06%
36,216
+1,910
223
$2.17M 0.06%
+42,305
224
$2.16M 0.05%
106,271
+35,069
225
$2.15M 0.05%
14,692
-7,869
7 8
9
10 11