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
301
$1.68M 0.03%
273,306
+6,240
302
$1.68M 0.03%
+81,880
303
$1.65M 0.03%
66,440
-18,833
304
$1.65M 0.03%
6,322
-1,357
305
$1.64M 0.03%
+83,576
306
$1.64M 0.03%
25,739
-1,470
307
$1.63M 0.03%
+41,385
308
$1.61M 0.03%
+49,172
309
$1.61M 0.03%
15,529
-6,252
310
$1.6M 0.03%
+76,914
311
$1.6M 0.03%
42,634
-2,803
312
$1.58M 0.03%
27,547
-2,177
313
$1.58M 0.03%
65,291
-7,390
314
$1.54M 0.03%
8,556
-820
315
$1.52M 0.03%
58,146
-1,645
316
$1.52M 0.03%
91,641
-8,026
317
$1.52M 0.03%
91,153
-32,803
318
$1.5M 0.03%
22,791
-950
319
$1.49M 0.03%
36,110
+24,985
320
$1.49M 0.03%
43,853
-2,788
321
$1.48M 0.03%
55,102
-16,440
322
$1.48M 0.03%
23,877
+5,078
323
$1.47M 0.03%
14,708
+856
324
$1.47M 0.03%
10,462
-562
325
$1.47M 0.03%
46,540
+1,720
11 12
13
14 15