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
$4.5B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$32.8M
3
+$22.2M
4
USB icon
US Bancorp
USB
+$21.9M
5
MET icon
MetLife
MET
+$11.1M

Top Sells

1
+$39.5M
2
+$22.9M
3
+$19M
4
ABBV icon
AbbVie
ABBV
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$15.2M

Sector Composition

1 Financials 20.23%
2 Technology 14.1%
3 Healthcare 12.17%
4 Industrials 9.78%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.01M 0.07%
27,590
+1,053
202
$2.99M 0.07%
+114,791
203
$2.95M 0.07%
+51,633
204
$2.94M 0.07%
106,746
+5,477
205
$2.93M 0.07%
81,691
+53,069
206
$2.93M 0.07%
125,747
+6,131
207
$2.92M 0.06%
82,147
+34,720
208
$2.92M 0.06%
101,510
+3,406
209
$2.91M 0.06%
+115,061
210
$2.9M 0.06%
68,015
+32,007
211
$2.9M 0.06%
+11,880
212
$2.89M 0.06%
35,098
-5,423
213
$2.78M 0.06%
38,142
+19,078
214
$2.78M 0.06%
36,101
+5,336
215
$2.77M 0.06%
38,899
-1,893
216
$2.71M 0.06%
22,698
+1,822
217
$2.69M 0.06%
+274,530
218
$2.67M 0.06%
214,360
-35,242
219
$2.66M 0.06%
70,737
+4,406
220
$2.63M 0.06%
91,716
+7,983
221
$2.62M 0.06%
113,499
+27,729
222
$2.62M 0.06%
30,340
-87
223
$2.56M 0.06%
57,113
+24,269
224
$2.55M 0.06%
79,292
+1,889
225
$2.55M 0.06%
124,984
-9,599
7 8
9
10 11