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
$4.99B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$39.9M
3
+$9.06M
4
INTU icon
Intuit
INTU
+$6.93M
5
MDC
M.D.C. Holdings, Inc.
MDC
+$6.39M

Top Sells

1
+$26.8M
2
+$25.6M
3
+$14.5M
4
CSCO icon
Cisco
CSCO
+$14.3M
5
CFG icon
Citizens Financial Group
CFG
+$13.3M

Sector Composition

1 Financials 18.35%
2 Technology 14.81%
3 Healthcare 11.93%
4 Consumer Staples 10.73%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.83M 0.04%
172,114
+30,909
277
$1.83M 0.04%
11,502
+741
278
$1.83M 0.04%
123,956
+12,781
279
$1.83M 0.04%
12,079
-449
280
$1.82M 0.04%
17,147
+2,634
281
$1.81M 0.04%
23,143
-1,451
282
$1.81M 0.04%
+26,222
283
$1.81M 0.04%
+38,592
284
$1.79M 0.04%
15,758
+1,083
285
$1.79M 0.04%
41,414
+817
286
$1.79M 0.04%
18,021
-893
287
$1.75M 0.04%
50,534
+4,283
288
$1.74M 0.03%
38,039
-9,451
289
$1.72M 0.03%
62,084
-6,051
290
$1.72M 0.03%
24,489
+1,014
291
$1.72M 0.03%
+13,284
292
$1.72M 0.03%
91,863
-15,625
293
$1.69M 0.03%
72,681
-5,346
294
$1.68M 0.03%
+29,724
295
$1.67M 0.03%
18,155
+1,089
296
$1.67M 0.03%
130,193
+8,098
297
$1.64M 0.03%
+71,542
298
$1.63M 0.03%
15,466
-372
299
$1.62M 0.03%
69,734
300
$1.62M 0.03%
16,898
+1,116
10 11
12
13 14