ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.82B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.1M
3
+$13.9M
4
GEN icon
Gen Digital
GEN
+$13.5M
5
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M

Top Sells

1
+$21.5M
2
+$18.4M
3
+$13.6M
4
CB icon
Chubb
CB
+$12.8M
5
IVZ icon
Invesco
IVZ
+$12.5M

Sector Composition

1 Financials 18%
2 Industrials 11.28%
3 Healthcare 11.12%
4 Energy 10.27%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.6M 2.05%
1,094,843
+117,078
2
$52M 1.85%
516,425
+13,031
3
$51.8M 1.84%
396,279
+8,352
4
$50.8M 1.8%
591,956
+69,702
5
$46M 1.63%
1,630,966
-102,024
6
$45.4M 1.61%
415,195
+13,591
7
$43.3M 1.54%
884,715
+17,288
8
$42.5M 1.51%
524,320
+10,128
9
$42.4M 1.51%
768,277
+38,445
10
$41.9M 1.49%
400,198
+578
11
$41.1M 1.46%
1,538,207
+24,353
12
$39.8M 1.41%
691,390
+36,030
13
$38.2M 1.36%
119,298
+1,832
14
$36.5M 1.3%
875,007
+28,106
15
$33.9M 1.2%
1,355,007
-2,988
16
$33.4M 1.19%
265,417
+13,545
17
$32M 1.14%
251,712
+12,683
18
$31.9M 1.13%
307,193
+15,511
19
$31M 1.1%
715,161
+14,432
20
$30.3M 1.08%
385,238
+12,015
21
$30.2M 1.07%
582,015
+12,416
22
$30.1M 1.07%
301,689
+141,529
23
$29.6M 1.05%
184,266
+9,007
24
$29.4M 1.05%
299,237
+59,809
25
$28.4M 1.01%
319,460
+9,277
1
2 3 4 5