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
376
$1.17M 0.02%
+40,493
377
$1.17M 0.02%
+15,597
378
$1.16M 0.02%
24,574
+13,866
379
$1.14M 0.02%
37,421
-1,317
380
$1.13M 0.02%
+141,205
381
$1.12M 0.02%
36,971
+1,139
382
$1.12M 0.02%
19,724
-988
383
$1.12M 0.02%
31,872
+1,796
384
$1.11M 0.02%
42,830
-26,840
385
$1.11M 0.02%
10,737
+627
386
$1.07M 0.02%
+69,471
387
$1.05M 0.02%
22,585
+10,555
388
$1.04M 0.02%
35,912
+22,660
389
$1.04M 0.02%
+12,340
390
$1.04M 0.02%
17,114
-75
391
$1.03M 0.02%
8,019
-328
392
$1.02M 0.02%
34,790
-1,875
393
$1.02M 0.02%
+19,248
394
$1.01M 0.02%
52,993
-5,784
395
$999K 0.02%
+38,431
396
$999K 0.02%
24,927
-873
397
$994K 0.02%
14,118
+720
398
$951K 0.02%
+7,496
399
$949K 0.02%
+23,587
400
$945K 0.02%
+64,500
14 15
16
17 18