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
401
$943K 0.02%
27,015
402
$932K 0.02%
26,652
-1,271
403
$926K 0.02%
5,939
-1,630
404
$921K 0.02%
50,164
-9,318
405
$920K 0.02%
28,142
406
$898K 0.02%
+10,408
407
$890K 0.02%
14,997
+1,137
408
$876K 0.02%
2,974
+177
409
$873K 0.02%
26,482
-304
410
$867K 0.02%
31,594
-74,808
411
$842K 0.02%
32,461
+1,254
412
$840K 0.02%
57,040
-42,974
413
$835K 0.02%
29,705
-4,201
414
$830K 0.02%
23,135
-5,148
415
$819K 0.02%
+243
416
$817K 0.02%
+113,371
417
$813K 0.02%
30,901
418
$813K 0.02%
88,578
+46,805
419
$797K 0.02%
+29,165
420
$780K 0.02%
+18,832
421
$779K 0.02%
36,502
-921
422
$773K 0.02%
+18,278
423
$760K 0.02%
29,024
+1,365
424
$741K 0.02%
37,528
-1,737
425
$739K 0.02%
+58,237
15 16
17
18 19