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
301
$1.84M 0.03%
5,103
+470
302
$1.82M 0.03%
39,068
-6,228
303
$1.78M 0.03%
61,592
-13,524
304
$1.77M 0.03%
14,748
+474
305
$1.74M 0.03%
4,267
-3,380
306
$1.73M 0.03%
+47,600
307
$1.73M 0.03%
15,942
-5,755
308
$1.71M 0.03%
+6,250
309
$1.68M 0.03%
90,085
+4,622
310
$1.68M 0.03%
37,337
-6,422
311
$1.68M 0.03%
4,818
-10,579
312
$1.67M 0.03%
19,154
+625
313
$1.66M 0.03%
17,503
+1,202
314
$1.65M 0.03%
+33,179
315
$1.62M 0.03%
28,582
+714
316
$1.62M 0.03%
49,257
+3,192
317
$1.61M 0.03%
81,415
+1,285
318
$1.6M 0.03%
4,059
-902
319
$1.58M 0.02%
69,751
+4,290
320
$1.57M 0.02%
15,818
-677
321
$1.56M 0.02%
30,695
+2,291
322
$1.55M 0.02%
33,324
-32,707
323
$1.52M 0.02%
11,306
+677
324
$1.5M 0.02%
45,838
+1,964
325
$1.48M 0.02%
18,945
+1,864
11 12
13
14 15