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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.55M 0.06%
155,459
+66,295
202
$2.54M 0.06%
27,006
+10,792
203
$2.48M 0.06%
40,216
-3,067
204
$2.47M 0.06%
55,999
+17,592
205
$2.44M 0.06%
110,912
+64,453
206
$2.43M 0.06%
+35,802
207
$2.43M 0.06%
104,031
+965
208
$2.41M 0.06%
34,771
+2,096
209
$2.41M 0.06%
+80,410
210
$2.4M 0.06%
126,131
-21,340
211
$2.39M 0.06%
34,194
+1,186
212
$2.38M 0.06%
62,894
+973
213
$2.37M 0.06%
109,366
-31,443
214
$2.37M 0.06%
95,366
+2,610
215
$2.34M 0.06%
40,001
+3
216
$2.3M 0.06%
76,027
+1,381
217
$2.3M 0.06%
10,221
-2,076
218
$2.26M 0.06%
+33,749
219
$2.25M 0.06%
+15,704
220
$2.23M 0.06%
35,653
+4,486
221
$2.22M 0.06%
95,168
+4,910
222
$2.22M 0.05%
25,418
-1,712
223
$2.18M 0.05%
+33,064
224
$2.16M 0.05%
24,176
+108
225
$2.16M 0.05%
56,470
+1,558
7 8
9
10 11