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
$2.87B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$18M
3
+$15.5M
4
IVZ icon
Invesco
IVZ
+$15.5M
5
CB icon
Chubb
CB
+$14.9M

Top Sells

1
+$21.8M
2
+$18.5M
3
+$17.6M
4
TRQ
Turquoise Hill Resources Ltd
TRQ
+$12.2M
5
MON
Monsanto Co
MON
+$11.2M

Sector Composition

1 Financials 18.46%
2 Healthcare 11.99%
3 Industrials 11.27%
4 Technology 10.3%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.4M 2.03%
1,126,286
+31,443
2
$48.7M 1.7%
530,585
+6,265
3
$48.2M 1.68%
404,506
+8,227
4
$47.4M 1.65%
1,693,022
+62,056
5
$47M 1.64%
431,134
+15,939
6
$46.9M 1.64%
1,012,718
+137,711
7
$46.9M 1.63%
613,227
+21,271
8
$46.5M 1.62%
823,456
+55,179
9
$45.1M 1.57%
479,938
-36,487
10
$44.7M 1.56%
741,569
+50,179
11
$43.3M 1.51%
406,826
+6,628
12
$42.5M 1.48%
851,243
-33,472
13
$39.4M 1.37%
120,016
+718
14
$39M 1.36%
1,464,439
-73,768
15
$36M 1.25%
197,240
+12,974
16
$34.8M 1.21%
329,459
+22,266
17
$34.7M 1.21%
283,463
+18,046
18
$34.3M 1.2%
269,970
+18,258
19
$33.5M 1.17%
399,485
+14,247
20
$32.8M 1.14%
302,932
+1,243
21
$31.3M 1.09%
253,880
+23,024
22
$31.2M 1.09%
1,225,008
-129,999
23
$30.7M 1.07%
297,860
+233,281
24
$30.7M 1.07%
734,567
+19,406
25
$29.6M 1.03%
578,944
+40,310
1
2 3 4 5