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
$4.6B
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$28.1M
3
+$25.1M
4
CMS icon
CMS Energy
CMS
+$16.6M
5
XOM icon
Exxon Mobil
XOM
+$16.4M

Top Sells

1
+$39.7M
2
+$38.3M
3
+$38M
4
TWX
Time Warner Inc
TWX
+$16.1M
5
GS icon
Goldman Sachs
GS
+$8.39M

Sector Composition

1 Financials 19.2%
2 Technology 14.33%
3 Healthcare 13.61%
4 Consumer Discretionary 8.88%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.09M 0.07%
66,717
+38,697
202
$3.07M 0.07%
32,056
+1,540
203
$3.06M 0.07%
38,433
-466
204
$3.04M 0.07%
62,191
+299
205
$3.04M 0.07%
106,557
-189
206
$3.01M 0.07%
88,537
+33,531
207
$2.92M 0.06%
17,000
-2,801
208
$2.89M 0.06%
88,831
+766
209
$2.85M 0.06%
58,329
+6,696
210
$2.84M 0.06%
26,436
-1,949
211
$2.83M 0.06%
115,879
+2,380
212
$2.81M 0.06%
+61,434
213
$2.81M 0.06%
102,203
-12,588
214
$2.81M 0.06%
75,673
+4,936
215
$2.79M 0.06%
115,284
+223
216
$2.76M 0.06%
+65,514
217
$2.76M 0.06%
79,211
-22,299
218
$2.75M 0.06%
67,982
-65,134
219
$2.74M 0.06%
+15,467
220
$2.73M 0.06%
23,620
+922
221
$2.72M 0.06%
28,353
+3,772
222
$2.71M 0.06%
202,220
+11,703
223
$2.69M 0.06%
15,944
+411
224
$2.68M 0.06%
34,360
-738
225
$2.67M 0.06%
50,735
+2,875
7 8
9
10 11