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
401
$785K 0.02%
12,788
-2,209
402
$783K 0.02%
25,094
-3,048
403
$781K 0.02%
18,454
-1,270
404
$779K 0.02%
7,521
-498
405
$758K 0.02%
+2,200
406
$735K 0.01%
+570,039
407
$725K 0.01%
9,305
-1,103
408
$722K 0.01%
9,279
+1,465
409
$720K 0.01%
52,318
-5,919
410
$711K 0.01%
9,583
-10,268
411
$705K 0.01%
26,595
-4,306
412
$691K 0.01%
17,751
413
$678K 0.01%
20,278
-2,857
414
$671K 0.01%
2,249
-725
415
$669K 0.01%
30,885
+1,720
416
$666K 0.01%
+10,854
417
$652K 0.01%
24,784
-4,240
418
$649K 0.01%
42,171
419
$649K 0.01%
+18,446
420
$636K 0.01%
+32,660
421
$629K 0.01%
14,782
-1,885
422
$624K 0.01%
+17,886
423
$614K 0.01%
24,449
+4,408
424
$596K 0.01%
4,650
+1,845
425
$590K 0.01%
180,283
-29,888
15 16
17
18 19