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
376
$1.1M 0.02%
+23,960
377
$1.07M 0.02%
41,062
-3,912
378
$1.06M 0.02%
26,908
-2,776
379
$1.05M 0.02%
+24,118
380
$1.03M 0.02%
+23,072
381
$1.03M 0.02%
30,706
+1,679
382
$1.02M 0.02%
10,644
-14,711
383
$1.01M 0.02%
+20,433
384
$981K 0.02%
+44,983
385
$979K 0.02%
23,797
-1,064
386
$975K 0.02%
16,554
+3
387
$971K 0.02%
+90,202
388
$962K 0.02%
60,622
-50,026
389
$961K 0.02%
40,732
-51,131
390
$946K 0.02%
22,778
-2,145
391
$941K 0.02%
45,037
-10,078
392
$938K 0.02%
27,986
-3,128
393
$935K 0.02%
13,606
+2,752
394
$933K 0.02%
+43,164
395
$926K 0.02%
21,099
-2,448
396
$926K 0.02%
+114,493
397
$924K 0.02%
+7,898
398
$906K 0.02%
12,460
399
$905K 0.02%
11,578
-70,819
400
$871K 0.02%
+22,623
14 15
16
17 18