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
401
$870K 0.02%
+43,465
402
$857K 0.02%
29,015
-33,069
403
$854K 0.02%
25,094
404
$849K 0.02%
10,552
405
$835K 0.02%
20,965
-29,569
406
$834K 0.02%
+10,391
407
$817K 0.02%
+14,995
408
$816K 0.02%
28,227
-10,161
409
$805K 0.02%
+29,383
410
$794K 0.01%
158,429
-21,854
411
$777K 0.01%
+7,770
412
$777K 0.01%
17,274
-748
413
$763K 0.01%
17,132
-754
414
$762K 0.01%
30,000
-19,896
415
$722K 0.01%
32,660
416
$721K 0.01%
+13,104
417
$713K 0.01%
52,318
418
$709K 0.01%
+29,587
419
$699K 0.01%
20,278
420
$689K 0.01%
42,171
421
$686K 0.01%
+59,797
422
$685K 0.01%
94,282
-39,010
423
$685K 0.01%
8,175
-1,104
424
$675K 0.01%
25,097
+313
425
$673K 0.01%
26,226
-10,256
15 16
17
18 19