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
$5.34B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$31M
3
+$28.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$23.4M
5
SWKS icon
Skyworks Solutions
SWKS
+$12M

Top Sells

1
+$27.1M
2
+$24.1M
3
+$12.6M
4
APD icon
Air Products & Chemicals
APD
+$12M
5
ADM icon
Archer Daniels Midland
ADM
+$11.9M

Sector Composition

1 Financials 19.63%
2 Technology 15.11%
3 Healthcare 12.17%
4 Consumer Staples 10.03%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.91M 0.04%
32,009
-17,963
277
$1.9M 0.04%
29,551
-2,468
278
$1.89M 0.04%
11,485
+875
279
$1.89M 0.04%
23,051
-1,075
280
$1.87M 0.04%
24,326
-2,798
281
$1.87M 0.04%
31,865
-3,748
282
$1.87M 0.04%
5,273
+82
283
$1.86M 0.03%
10,579
-1,500
284
$1.86M 0.03%
14,201
+331
285
$1.85M 0.03%
18,533
+378
286
$1.84M 0.03%
12,331
+226
287
$1.84M 0.03%
24,056
-9,359
288
$1.83M 0.03%
104,147
-6,506
289
$1.83M 0.03%
+9,710
290
$1.82M 0.03%
25,250
+761
291
$1.79M 0.03%
25,526
+17,733
292
$1.79M 0.03%
41,802
-2,496
293
$1.79M 0.03%
16,020
+262
294
$1.77M 0.03%
289,616
-352,678
295
$1.76M 0.03%
79,134
-4,550
296
$1.75M 0.03%
15,232
-2,663
297
$1.74M 0.03%
15,804
+338
298
$1.73M 0.03%
47,983
+943
299
$1.71M 0.03%
+110,029
300
$1.7M 0.03%
34,219
+16,468
10 11
12
13 14