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
276
$1.89M 0.04%
42,321
+2,636
277
$1.88M 0.04%
+15,946
278
$1.88M 0.04%
19,958
-761
279
$1.88M 0.04%
18,914
-598
280
$1.87M 0.04%
19,851
-785
281
$1.86M 0.04%
+45,857
282
$1.86M 0.04%
+34,162
283
$1.86M 0.04%
15,782
-603
284
$1.85M 0.04%
17,638
-4,481
285
$1.85M 0.04%
19,522
+1,647
286
$1.84M 0.04%
24,692
+3,682
287
$1.84M 0.04%
+16,479
288
$1.84M 0.04%
+28,494
289
$1.84M 0.04%
+18,683
290
$1.84M 0.04%
+28,480
291
$1.82M 0.04%
+33,555
292
$1.81M 0.04%
+39,490
293
$1.81M 0.04%
41,974
-31,644
294
$1.8M 0.04%
54,768
295
$1.79M 0.04%
19,345
-157
296
$1.77M 0.04%
29,612
+5,472
297
$1.77M 0.04%
33,568
-55
298
$1.76M 0.04%
+31,334
299
$1.75M 0.04%
46,251
-12,451
300
$1.71M 0.04%
12,528
+5,427
10 11
12
13 14