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
351
$1.35M 0.03%
+44,572
352
$1.33M 0.03%
24,216
-1,267
353
$1.33M 0.03%
21,619
+16,027
354
$1.32M 0.03%
4,237
+3,493
355
$1.31M 0.03%
19,153
+982
356
$1.3M 0.03%
25,446
-1,790
357
$1.3M 0.03%
90,645
-5,929
358
$1.3M 0.03%
+15,292
359
$1.3M 0.03%
14,887
-361
360
$1.28M 0.03%
64,615
-1,305
361
$1.26M 0.03%
45,035
+2,888
362
$1.25M 0.03%
45,867
-5,019
363
$1.24M 0.03%
56,983
+3,721
364
$1.23M 0.03%
42,770
+2,312
365
$1.23M 0.03%
+40,644
366
$1.23M 0.03%
251,336
-15,797
367
$1.22M 0.03%
+24,965
368
$1.22M 0.03%
36,689
-13,311
369
$1.22M 0.03%
14,513
+366
370
$1.22M 0.02%
9,302
-383
371
$1.2M 0.02%
1,066
+30
372
$1.2M 0.02%
28,175
-1,020
373
$1.2M 0.02%
+9,989
374
$1.2M 0.02%
84,541
+5,213
375
$1.18M 0.02%
14,145
+864
13 14
15
16 17