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
351
$1.23M 0.02%
+24,105
352
$1.22M 0.02%
10,275
-162
353
$1.21M 0.02%
16,760
+1,276
354
$1.19M 0.02%
27,692
+1,908
355
$1.18M 0.02%
36,349
-83
356
$1.16M 0.02%
44,824
+2,944
357
$1.15M 0.02%
46,434
+18,944
358
$1.15M 0.02%
+40,192
359
$1.13M 0.02%
19,048
-84,771
360
$1.13M 0.02%
+11,944
361
$1.12M 0.02%
35,741
+2,402
362
$1.11M 0.02%
18,152
-79
363
$1.1M 0.02%
12,819
+1,857
364
$1.1M 0.02%
36,588
+1,278
365
$1.1M 0.02%
8,214
+4,172
366
$1.09M 0.02%
+73,725
367
$1.09M 0.02%
73,003
+2,488
368
$1.07M 0.02%
+26,972
369
$1.07M 0.02%
34,094
+759
370
$1.06M 0.02%
+9,568
371
$1.05M 0.02%
+12,789
372
$1.04M 0.02%
+7,027
373
$1.03M 0.02%
+25,846
374
$1.01M 0.02%
8,560
+1,631
375
$964K 0.02%
11,513
-61
13 14
15
16 17