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
301
$1.71M 0.04%
24,594
-584
302
$1.7M 0.03%
77,952
+4,416
303
$1.68M 0.03%
32,525
-1,351
304
$1.67M 0.03%
+122,095
305
$1.66M 0.03%
+136,648
306
$1.65M 0.03%
20,681
+1,326
307
$1.65M 0.03%
+32,027
308
$1.64M 0.03%
1,500
+118
309
$1.64M 0.03%
11,283
+245
310
$1.63M 0.03%
+11,406
311
$1.62M 0.03%
61,716
+42,381
312
$1.61M 0.03%
15,838
+2,541
313
$1.58M 0.03%
+3,271
314
$1.58M 0.03%
48,705
315
$1.58M 0.03%
129,284
+12,114
316
$1.57M 0.03%
69,734
317
$1.55M 0.03%
111,175
+60,461
318
$1.55M 0.03%
11,694
+698
319
$1.55M 0.03%
17,066
+1,469
320
$1.55M 0.03%
+14,675
321
$1.54M 0.03%
50,091
+3,733
322
$1.54M 0.03%
20,632
-239
323
$1.52M 0.03%
+29,252
324
$1.52M 0.03%
66,219
-1,410
325
$1.52M 0.03%
17,526
-1,231
11 12
13
14 15