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
351
$1.18M 0.02%
55,115
+2,122
352
$1.16M 0.02%
59,970
-4,645
353
$1.15M 0.02%
+28,021
354
$1.15M 0.02%
20,884
-11,143
355
$1.14M 0.02%
+25,331
356
$1.14M 0.02%
47,459
+2,424
357
$1.14M 0.02%
15,056
+911
358
$1.12M 0.02%
+104,525
359
$1.11M 0.02%
59,791
-2,026
360
$1.1M 0.02%
29,229
-7,460
361
$1.09M 0.02%
+45,527
362
$1.08M 0.02%
88,382
+3,841
363
$1.07M 0.02%
25,659
-2,516
364
$1.07M 0.02%
38,388
-2,105
365
$1.06M 0.02%
14,086
-801
366
$1.06M 0.02%
34,952
-7,878
367
$1.05M 0.02%
15,084
+966
368
$1.03M 0.02%
9,158
-5,517
369
$1.03M 0.02%
+66,092
370
$1.03M 0.02%
+49,896
371
$1.02M 0.02%
14,144
-2,040
372
$1.01M 0.02%
12,102
-238
373
$1.01M 0.02%
133,292
+19,921
374
$998K 0.02%
35,941
-1,587
375
$992K 0.02%
32,345
-3,913
13 14
15
16 17