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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.71M 0.06%
37,752
+1,950
202
$2.7M 0.06%
+139,843
203
$2.7M 0.06%
34,622
+8,880
204
$2.69M 0.06%
+31,845
205
$2.69M 0.06%
+69,348
206
$2.68M 0.06%
24,944
-5,037
207
$2.68M 0.06%
55,833
+21,581
208
$2.66M 0.06%
+40,760
209
$2.6M 0.06%
35,361
+1,167
210
$2.58M 0.06%
+141,730
211
$2.52M 0.06%
93,266
-1,902
212
$2.51M 0.06%
117,700
+77,888
213
$2.5M 0.06%
46,820
+31,454
214
$2.5M 0.06%
34,738
+1,674
215
$2.49M 0.06%
+46,936
216
$2.47M 0.06%
35,108
-545
217
$2.47M 0.06%
18,511
+3,884
218
$2.44M 0.06%
53,947
-24,177
219
$2.38M 0.06%
76,050
+3,591
220
$2.38M 0.06%
190,256
+123,004
221
$2.37M 0.06%
22,940
-281,580
222
$2.37M 0.06%
187,597
+147
223
$2.36M 0.06%
+35,259
224
$2.36M 0.06%
12,887
+390
225
$2.33M 0.05%
18,515
+8,672
7 8
9
10 11