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
351
$1.26M 0.02%
+56,387
352
$1.25M 0.02%
27,970
-2,382
353
$1.25M 0.02%
74,600
+2,900
354
$1.25M 0.02%
65,774
-3,960
355
$1.24M 0.02%
+18,759
356
$1.24M 0.02%
+57,499
357
$1.24M 0.02%
30,186
-2,159
358
$1.22M 0.02%
+9,724
359
$1.21M 0.02%
+23,885
360
$1.19M 0.02%
105,608
+1,083
361
$1.19M 0.02%
31,446
-111
362
$1.17M 0.02%
17,396
-1,058
363
$1.17M 0.02%
306
-667
364
$1.16M 0.02%
55,577
-4,393
365
$1.15M 0.02%
+17,427
366
$1.14M 0.02%
13,067
+965
367
$1.12M 0.02%
13,472
-614
368
$1.12M 0.02%
+32,276
369
$1.12M 0.02%
+37,362
370
$1.12M 0.02%
44,825
-702
371
$1.12M 0.02%
13,661
-483
372
$1.12M 0.02%
+127,836
373
$1.11M 0.02%
+22,008
374
$1.11M 0.02%
88,457
-34,267
375
$1.1M 0.02%
+12,574
13 14
15
16 17