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
326
$1.46M 0.02%
3,380
+1,659
327
$1.45M 0.02%
24,077
+842
328
$1.42M 0.02%
34,805
+3,302
329
$1.42M 0.02%
18,186
-6,311
330
$1.41M 0.02%
+6,095
331
$1.4M 0.02%
28,483
-3,096
332
$1.39M 0.02%
15,350
+1,934
333
$1.39M 0.02%
45,793
+34,684
334
$1.38M 0.02%
20,642
-3,649
335
$1.37M 0.02%
+57,325
336
$1.37M 0.02%
41,929
+3,029
337
$1.36M 0.02%
17,405
+8,205
338
$1.35M 0.02%
71,582
+5,327
339
$1.35M 0.02%
88,365
+4,032
340
$1.34M 0.02%
21,601
-7,642
341
$1.33M 0.02%
11,762
+6,083
342
$1.29M 0.02%
9,024
+1,186
343
$1.29M 0.02%
27,542
-1,816
344
$1.28M 0.02%
74,040
345
$1.28M 0.02%
40,518
+16,768
346
$1.28M 0.02%
19,250
-4,838
347
$1.28M 0.02%
7,640
+583
348
$1.24M 0.02%
26,222
+2,574
349
$1.24M 0.02%
22,405
+1,590
350
$1.23M 0.02%
19,493
-11,508
12 13
14
15 16