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
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Limited
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.56%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.6M 2.22%
1,180,920
+97,713
2
$74.8M 2.12%
1,255,713
+327,650
3
$73.4M 2.08%
621,739
+42,779
4
$72.4M 2.05%
2,359,135
+167,346
5
$66.4M 1.88%
1,152,521
+67,779
6
$66.1M 1.87%
513,971
+30,528
7
$66.1M 1.87%
736,260
+54,129
8
$63.9M 1.81%
1,229,935
+298,915
9
$63.3M 1.79%
1,970,939
+147,391
10
$55.4M 1.57%
635,222
-11,908
11
$54.5M 1.54%
521,204
+31,183
12
$53.8M 1.52%
1,697,354
+110,011
13
$53.8M 1.52%
1,424,801
+90,672
14
$53.5M 1.51%
476,008
+9,894
15
$50.1M 1.42%
487,238
+29,778
16
$49.1M 1.39%
345,711
+28,138
17
$46.9M 1.33%
1,950,483
+163,896
18
$45.4M 1.28%
1,024,347
-144,198
19
$45.1M 1.28%
124,534
+8,137
20
$43.4M 1.23%
646,070
+43,426
21
$42.4M 1.2%
792,117
+60,540
22
$41M 1.16%
421,217
+34,794
23
$39.6M 1.12%
872,659
+164,202
24
$39.4M 1.12%
623,627
+37,562
25
$35.8M 1.01%
342,216
+27,320
1
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