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
$6.34B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$33.1M
3
+$23.8M
4
CSCO icon
Cisco
CSCO
+$20M
5
BMY icon
Bristol-Myers Squibb
BMY
+$17.9M

Top Sells

1
+$45M
2
+$36.2M
3
+$31.4M
4
PSX icon
Phillips 66
PSX
+$30.9M
5
AMED
Amedisys
AMED
+$17.7M

Sector Composition

1 Technology 18.34%
2 Financials 17%
3 Healthcare 12.62%
4 Consumer Staples 10.07%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$808K 0.01%
32,399
-33
402
$801K 0.01%
12,372
+2,799
403
$800K 0.01%
28,274
+1,082
404
$789K 0.01%
+26,259
405
$784K 0.01%
50,593
+840
406
$773K 0.01%
18,367
407
$763K 0.01%
11,090
+2,937
408
$744K 0.01%
5,490
+50
409
$739K 0.01%
9,700
-25
410
$731K 0.01%
17,384
-8
411
$718K 0.01%
49,580
+29,885
412
$716K 0.01%
9,178
+315
413
$710K 0.01%
18,683
+1,525
414
$705K 0.01%
3,474
-36,219
415
$701K 0.01%
8,044
+338
416
$700K 0.01%
+5,502
417
$696K 0.01%
19,436
418
$687K 0.01%
29,513
+6,239
419
$671K 0.01%
12,886
+5,870
420
$666K 0.01%
9,114
-24
421
$645K 0.01%
31,177
-2,373
422
$644K 0.01%
5,544
+2,743
423
$640K 0.01%
44,913
-159
424
$639K 0.01%
21,291
-85
425
$635K 0.01%
19,958
-18
15 16
17
18 19