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
$4.99B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$39.9M
3
+$9.06M
4
INTU icon
Intuit
INTU
+$6.93M
5
MDC
M.D.C. Holdings, Inc.
MDC
+$6.39M

Top Sells

1
+$26.8M
2
+$25.6M
3
+$14.5M
4
CSCO icon
Cisco
CSCO
+$14.3M
5
CFG icon
Citizens Financial Group
CFG
+$13.3M

Sector Composition

1 Financials 18.35%
2 Technology 14.81%
3 Healthcare 11.93%
4 Consumer Staples 10.73%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.43M 0.05%
1,938
-422
227
$2.35M 0.05%
+41,220
228
$2.35M 0.05%
+41,061
229
$2.33M 0.05%
33,415
-2,916
230
$2.32M 0.05%
101,791
-20,406
231
$2.28M 0.05%
23,717
-1,919
232
$2.28M 0.05%
58,640
+383
233
$2.26M 0.05%
48,072
-6,418
234
$2.26M 0.05%
17,895
+7,906
235
$2.25M 0.05%
76,452
-4,293
236
$2.23M 0.04%
130,165
-17,966
237
$2.19M 0.04%
59,316
-9,085
238
$2.19M 0.04%
12,845
-6,812
239
$2.19M 0.04%
20,969
-3,718
240
$2.14M 0.04%
21,726
-12,388
241
$2.11M 0.04%
+37,780
242
$2.11M 0.04%
20,692
+2,009
243
$2.09M 0.04%
46,076
+2,920
244
$2.09M 0.04%
7,679
+358
245
$2.08M 0.04%
93,663
-13,394
246
$2.08M 0.04%
32,019
-506
247
$2.08M 0.04%
42,224
-3,633
248
$2.07M 0.04%
20,780
+1,258
249
$2.07M 0.04%
49,120
-2,519
250
$2.07M 0.04%
37,120
+1,218
8 9
10
11 12