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
326
$1.45M 0.03%
15,361
+305
327
$1.45M 0.03%
20,574
-367
328
$1.44M 0.03%
27,736
-977
329
$1.43M 0.03%
12,906
-4,241
330
$1.43M 0.03%
+10,431
331
$1.41M 0.03%
34,952
332
$1.41M 0.03%
22,638
-5,224
333
$1.41M 0.03%
60,950
-3,680
334
$1.39M 0.03%
16,004
-600
335
$1.39M 0.03%
+27,831
336
$1.39M 0.03%
14,242
-694
337
$1.39M 0.03%
28,291
-2,669
338
$1.38M 0.03%
1,286
+348
339
$1.38M 0.03%
44,169
-858
340
$1.37M 0.03%
68,509
-4,237
341
$1.37M 0.03%
15,657
-1,454
342
$1.36M 0.03%
+37,022
343
$1.34M 0.03%
34,313
344
$1.34M 0.03%
+4,789
345
$1.33M 0.03%
21,241
-20,173
346
$1.33M 0.02%
25,976
-2,333
347
$1.33M 0.02%
20,397
-5,743
348
$1.32M 0.02%
+17,102
349
$1.3M 0.02%
15,656
-734
350
$1.27M 0.02%
+17,797
12 13
14
15 16