ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.87B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$20.1M
3
+$17.6M
4
AVGO icon
Broadcom
AVGO
+$17.5M
5
AMP icon
Ameriprise Financial
AMP
+$10.9M

Top Sells

1
+$32.9M
2
+$24M
3
+$18.1M
4
MTB icon
M&T Bank
MTB
+$9.15M
5
ROK icon
Rockwell Automation
ROK
+$7.53M

Sector Composition

1 Financials 18.69%
2 Technology 15.02%
3 Healthcare 12.72%
4 Consumer Staples 10.27%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.49M 0.05%
+80,745
227
$2.49M 0.05%
102,581
-100,648
228
$2.48M 0.05%
33,539
+10,012
229
$2.48M 0.05%
17,462
-43
230
$2.47M 0.05%
80,649
+4,700
231
$2.45M 0.05%
122,197
-5,917
232
$2.45M 0.05%
42,559
+2,340
233
$2.43M 0.05%
13,000
-1,354
234
$2.41M 0.05%
29,072
-670
235
$2.4M 0.05%
148,131
-8,323
236
$2.39M 0.05%
51,130
+3,769
237
$2.36M 0.05%
59,967
+1,197
238
$2.34M 0.05%
89,938
+64,059
239
$2.34M 0.05%
54,248
+2,472
240
$2.32M 0.05%
28,402
+392
241
$2.31M 0.05%
25,636
-1,038
242
$2.28M 0.05%
57,036
-6,039
243
$2.27M 0.05%
28,192
-3,255
244
$2.26M 0.05%
51,639
+3,121
245
$2.26M 0.05%
36,331
-15,518
246
$2.22M 0.05%
15,804
+830
247
$2.21M 0.05%
13,097
-1,543
248
$2.2M 0.05%
+49,451
249
$2.19M 0.04%
+66,057
250
$2.19M 0.04%
139,163
-13,658
8 9
10
11 12