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
$5.34B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$31M
3
+$28.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$23.4M
5
SWKS icon
Skyworks Solutions
SWKS
+$12M

Top Sells

1
+$27.1M
2
+$24.1M
3
+$12.6M
4
APD icon
Air Products & Chemicals
APD
+$12M
5
ADM icon
Archer Daniels Midland
ADM
+$11.9M

Sector Composition

1 Financials 19.63%
2 Technology 15.11%
3 Healthcare 12.17%
4 Consumer Staples 10.03%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.53M 0.05%
21,120
+340
227
$2.53M 0.05%
172,413
-29,444
228
$2.52M 0.05%
54,671
+152
229
$2.5M 0.05%
20,415
-205
230
$2.48M 0.05%
+39,614
231
$2.46M 0.05%
+59,805
232
$2.46M 0.05%
25,170
+3,412
233
$2.45M 0.05%
149,689
-9,250
234
$2.43M 0.05%
+132,678
235
$2.41M 0.05%
57,462
+21,521
236
$2.38M 0.04%
25,767
+698
237
$2.36M 0.04%
+14,270
238
$2.36M 0.04%
45,456
+3,561
239
$2.3M 0.04%
91,592
-10,199
240
$2.29M 0.04%
+56,375
241
$2.28M 0.04%
+181,402
242
$2.26M 0.04%
22,454
-689
243
$2.26M 0.04%
+32,803
244
$2.25M 0.04%
14,144
+1,668
245
$2.21M 0.04%
20,808
+116
246
$2.2M 0.04%
39,969
-1,092
247
$2.2M 0.04%
66,738
-9,714
248
$2.17M 0.04%
3,882
-62
249
$2.16M 0.04%
227,084
+87,227
250
$2.16M 0.04%
+136,322
8 9
10
11 12