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
251
$2.78M 0.04%
59,468
+3,132
252
$2.77M 0.04%
+31,206
253
$2.74M 0.04%
22,337
-164
254
$2.74M 0.04%
53,002
+2,237
255
$2.72M 0.04%
+19,888
256
$2.65M 0.04%
128,780
+11,798
257
$2.58M 0.04%
9,800
+581
258
$2.58M 0.04%
16,333
+460
259
$2.57M 0.04%
23,752
+401
260
$2.56M 0.04%
+4,373
261
$2.54M 0.04%
26,471
+684
262
$2.54M 0.04%
10,042
+245
263
$2.51M 0.04%
12,600
-18,578
264
$2.5M 0.04%
45,837
+6,816
265
$2.47M 0.04%
22,372
-5,374
266
$2.46M 0.04%
24,983
+455
267
$2.45M 0.04%
+17,212
268
$2.42M 0.04%
60,310
-979
269
$2.39M 0.04%
+24,972
270
$2.36M 0.04%
62,013
+4,239
271
$2.36M 0.04%
8,310
-10,717
272
$2.32M 0.04%
38,155
+1,752
273
$2.32M 0.04%
26,619
+3,849
274
$2.29M 0.04%
+19,145
275
$2.28M 0.04%
29,197
+1,885
9 10
11
12 13