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
$4.99B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$39.9M
3
+$9.06M
4
INTU icon
Intuit
INTU
+$6.93M
5
MDC
M.D.C. Holdings, Inc.
MDC
+$6.39M

Top Sells

1
+$26.8M
2
+$25.6M
3
+$14.5M
4
CSCO icon
Cisco
CSCO
+$14.3M
5
CFG icon
Citizens Financial Group
CFG
+$13.3M

Sector Composition

1 Financials 18.35%
2 Technology 14.81%
3 Healthcare 11.93%
4 Consumer Staples 10.73%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.44M 0.03%
22,970
-1,730
327
$1.44M 0.03%
30,960
-8,530
328
$1.43M 0.03%
11,024
-804
329
$1.43M 0.03%
122,724
-6,560
330
$1.39M 0.03%
64,630
+4,421
331
$1.39M 0.03%
238,406
-12,930
332
$1.37M 0.03%
72,746
-3,944
333
$1.34M 0.03%
13,852
-11,878
334
$1.34M 0.03%
34,313
-4,690
335
$1.31M 0.03%
28,713
-1,779
336
$1.31M 0.03%
23,757
-1,380
337
$1.3M 0.03%
44,820
-6,336
338
$1.28M 0.03%
23,741
-1,705
339
$1.27M 0.03%
+16,390
340
$1.23M 0.02%
+267,066
341
$1.23M 0.02%
38,353
-2,291
342
$1.23M 0.02%
35,552
-13,153
343
$1.22M 0.02%
+61,389
344
$1.21M 0.02%
16,361
+1,069
345
$1.21M 0.02%
47,225
+2,367
346
$1.21M 0.02%
71,700
+7,200
347
$1.2M 0.02%
91,459
-45,189
348
$1.19M 0.02%
45,463
-6,002
349
$1.19M 0.02%
+18,799
350
$1.18M 0.02%
14,936
-661
12 13
14
15 16