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
276
$2.27M 0.04%
56,171
+2,468
277
$2.27M 0.04%
15,029
-7,054
278
$2.27M 0.04%
+1,335
279
$2.27M 0.04%
40,512
+10,851
280
$2.25M 0.04%
76,157
+4,855
281
$2.22M 0.04%
29,847
-1,659
282
$2.21M 0.03%
88,883
+3,941
283
$2.18M 0.03%
30,058
+670
284
$2.16M 0.03%
70,353
+49,078
285
$2.12M 0.03%
46,057
+1,444
286
$2.07M 0.03%
62,996
+5,714
287
$2.06M 0.03%
19,138
+14,924
288
$2.05M 0.03%
25,460
+6,378
289
$2.04M 0.03%
14,085
+729
290
$2.03M 0.03%
25,416
+1,344
291
$2M 0.03%
+15,594
292
$1.98M 0.03%
+39,220
293
$1.98M 0.03%
+9,938
294
$1.97M 0.03%
43,936
-484
295
$1.94M 0.03%
21,693
+1,266
296
$1.94M 0.03%
+314,811
297
$1.93M 0.03%
16,207
-49,848
298
$1.91M 0.03%
21,187
+796
299
$1.88M 0.03%
17,521
-2,966
300
$1.87M 0.03%
48,779
-50,816
10 11
12
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