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
$6.34B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$33.1M
3
+$23.8M
4
CSCO icon
Cisco
CSCO
+$20M
5
BMY icon
Bristol-Myers Squibb
BMY
+$17.9M

Top Sells

1
+$45M
2
+$36.2M
3
+$31.4M
4
PSX icon
Phillips 66
PSX
+$30.9M
5
AMED
Amedisys
AMED
+$17.7M

Sector Composition

1 Technology 18.34%
2 Financials 17%
3 Healthcare 12.62%
4 Consumer Staples 10.07%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.33M 0.05%
28,902
+1,399
227
$3.32M 0.05%
294,116
+4,460
228
$3.31M 0.05%
+19,885
229
$3.3M 0.05%
56,463
+1,200
230
$3.26M 0.05%
92,370
+2,393
231
$3.23M 0.05%
+30,187
232
$3.21M 0.05%
19,129
+500
233
$3.18M 0.05%
19,045
+685
234
$3.18M 0.05%
74,579
+38,147
235
$3.17M 0.05%
+115,278
236
$3.06M 0.05%
34,446
-1,074
237
$3.03M 0.05%
28,628
+25,522
238
$3.02M 0.05%
+65,438
239
$3M 0.05%
42,701
+2,641
240
$2.97M 0.05%
23,226
+4,287
241
$2.96M 0.05%
5,735
+119
242
$2.95M 0.05%
24,841
-4,848
243
$2.95M 0.05%
22,049
+237
244
$2.9M 0.05%
42,650
+1,320
245
$2.85M 0.05%
86,588
-274
246
$2.84M 0.04%
32,318
+1,115
247
$2.83M 0.04%
+159,079
248
$2.82M 0.04%
69,150
+2,220
249
$2.79M 0.04%
30,463
-800
250
$2.78M 0.04%
+14,777
8 9
10
11 12