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
326
$1.52M 0.03%
12,683
-932
327
$1.51M 0.03%
+43,660
328
$1.5M 0.03%
+54,694
329
$1.5M 0.03%
13,011
+1,171
330
$1.5M 0.03%
11,828
-523
331
$1.5M 0.03%
39,003
332
$1.5M 0.03%
61,817
-1,639
333
$1.5M 0.03%
24,700
-2,384
334
$1.49M 0.03%
23,475
-30,018
335
$1.47M 0.03%
14,675
+3,583
336
$1.47M 0.03%
25,137
-391
337
$1.46M 0.03%
51,156
-6,321
338
$1.46M 0.03%
51,465
-1,602
339
$1.45M 0.03%
10,761
+820
340
$1.45M 0.03%
51,034
+2,856
341
$1.45M 0.03%
39,038
+2,324
342
$1.44M 0.03%
52,336
343
$1.43M 0.03%
17,024
+543
344
$1.42M 0.03%
14,544
+1,249
345
$1.42M 0.03%
30,492
-1,568
346
$1.41M 0.03%
36,258
+11,014
347
$1.41M 0.03%
+76,690
348
$1.39M 0.03%
16,184
-710
349
$1.36M 0.03%
56,696
350
$1.36M 0.03%
+60,209
12 13
14
15 16