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
$4.27B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$31.5M
3
+$31.3M
4
MET icon
MetLife
MET
+$11.8M
5
ATVI
Activision Blizzard
ATVI
+$9.38M

Top Sells

1
+$29.1M
2
+$22.1M
3
+$20.3M
4
ALSN icon
Allison Transmission
ALSN
+$14.5M
5
AES icon
AES
AES
+$12.9M

Sector Composition

1 Financials 18.13%
2 Technology 15.09%
3 Healthcare 13.45%
4 Industrials 11.05%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$104M 2.43%
1,085,183
+6,654
2
$94.4M 2.21%
1,267,189
+10,188
3
$87.3M 2.04%
533,549
+1,216
4
$85.6M 2.01%
1,401,686
+10,836
5
$85.2M 2%
655,528
+4,552
6
$81.3M 1.9%
893,555
+4,812
7
$75.1M 1.76%
2,232,151
+14,126
8
$70.4M 1.65%
2,077,194
+24,397
9
$65.8M 1.54%
803,209
+10,425
10
$64.4M 1.51%
1,168,397
+16,868
11
$63.8M 1.49%
543,199
+1,309
12
$63.6M 1.49%
759,075
+6,887
13
$60M 1.41%
2,028,776
+25,253
14
$59.5M 1.39%
542,971
+19,318
15
$58.1M 1.36%
130,050
+435
16
$58M 1.36%
2,224,944
+26,670
17
$56.9M 1.33%
896,240
+11,478
18
$56.4M 1.32%
1,480,230
+3,386
19
$55.3M 1.29%
372,342
+5,555
20
$53.1M 1.24%
478,324
+6,822
21
$52.7M 1.24%
527,585
+3,130
22
$51.4M 1.2%
578,692
+3,944
23
$50.9M 1.19%
1,028,018
+13,010
24
$50.1M 1.17%
268,879
+2,148
25
$48.7M 1.14%
600,885
+574,658
1
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