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
$4.04B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$22.9M
3
+$14.5M
4
AES icon
AES
AES
+$13.1M
5
CAT icon
Caterpillar
CAT
+$8.32M

Top Sells

1
+$24.4M
2
+$23.8M
3
+$13.5M
4
AFG icon
American Financial Group
AFG
+$12M
5
VZ icon
Verizon
VZ
+$8.35M

Sector Composition

1 Financials 18.44%
2 Technology 14.4%
3 Healthcare 11.68%
4 Industrials 11.42%
5 Consumer Staples 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.6M 2.44%
1,078,529
-12,421
2
$86.6M 2.15%
1,257,001
+18,438
3
$86.1M 2.13%
650,976
+6,445
4
$85.1M 2.11%
1,390,850
+69,751
5
$81.7M 2.02%
532,333
+5,047
6
$77.5M 1.92%
888,743
+61,358
7
$69.4M 1.72%
2,218,025
+22,846
8
$65.4M 1.62%
2,052,797
-48,050
9
$64M 1.59%
792,784
+179,139
10
$63.8M 1.58%
1,151,529
+26,169
11
$58.6M 1.45%
752,188
+11,566
12
$57.3M 1.42%
523,653
+25,446
13
$57.1M 1.41%
2,003,523
+41,891
14
$56.5M 1.4%
541,890
+3,680
15
$55.5M 1.37%
2,198,274
+51,360
16
$55.4M 1.37%
471,502
+9,816
17
$55.2M 1.37%
426,190
+44,746
18
$54.8M 1.36%
129,615
+1,119
19
$52.5M 1.3%
524,455
+37,275
20
$51.9M 1.28%
884,762
+18,224
21
$51.7M 1.28%
693,819
+15,233
22
$49.8M 1.23%
1,476,844
+748
23
$48M 1.19%
443,935
+9,665
24
$47.1M 1.17%
605,517
+13,642
25
$46.7M 1.16%
366,787
+22,084
1
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