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
376
$980K 0.02%
+2,992
377
$976K 0.02%
83,599
-7,046
378
$949K 0.02%
24,923
+18,998
379
$945K 0.02%
+31,557
380
$928K 0.02%
8,168
-4,515
381
$905K 0.02%
34,265
-2,706
382
$904K 0.02%
24,861
-1,791
383
$902K 0.02%
23,547
-1,380
384
$893K 0.02%
36,482
-1,949
385
$887K 0.02%
+61,124
386
$886K 0.02%
186,102
+169,323
387
$872K 0.02%
+12,460
388
$871K 0.02%
44,974
-5,190
389
$867K 0.02%
938
-128
390
$849K 0.02%
+139,857
391
$846K 0.02%
16,551
-1,727
392
$843K 0.02%
18,022
-810
393
$838K 0.02%
25,776
-3,929
394
$838K 0.02%
29,027
-6,885
395
$835K 0.02%
22,552
-3,930
396
$831K 0.02%
24,015
-3,000
397
$804K 0.02%
50,052
-6,988
398
$802K 0.02%
31,114
-3,676
399
$797K 0.02%
10,552
-6,472
400
$797K 0.02%
+36,383
14 15
16
17 18