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
251
$2.18M 0.04%
68,401
-4,824
252
$2.17M 0.04%
80,959
-9,456
253
$2.17M 0.04%
46,080
-7,515
254
$2.16M 0.04%
108,502
-13,448
255
$2.15M 0.04%
107,488
+59,619
256
$2.14M 0.04%
18,124
+1,984
257
$2.14M 0.04%
47,796
-5,268
258
$2.13M 0.04%
40,597
-76,254
259
$2.1M 0.04%
+28,633
260
$2.05M 0.04%
12,668
+1,361
261
$2.05M 0.04%
30,074
-49
262
$2.05M 0.04%
47,490
+29,706
263
$2.02M 0.04%
7,321
-10
264
$1.99M 0.04%
+43,156
265
$1.99M 0.04%
39,065
+1,776
266
$1.95M 0.04%
+107,057
267
$1.95M 0.04%
+59,972
268
$1.95M 0.04%
25,552
-1,865
269
$1.95M 0.04%
19,016
+1
270
$1.94M 0.04%
5,298
+289
271
$1.94M 0.04%
+12,124
272
$1.93M 0.04%
78,027
+8,451
273
$1.91M 0.04%
17,489
-636
274
$1.91M 0.04%
68,135
+3,115
275
$1.9M 0.04%
35,902
-2,107
9 10
11
12 13