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
426
$731K 0.02%
210,171
-5,445
427
$725K 0.01%
+33,224
428
$710K 0.01%
+20,689
429
$705K 0.01%
16,667
+9
430
$704K 0.01%
14,153
+15
431
$697K 0.01%
+9,097
432
$689K 0.01%
+37,665
433
$657K 0.01%
39,533
-289,495
434
$654K 0.01%
+89,160
435
$646K 0.01%
42,171
436
$632K 0.01%
19,601
437
$621K 0.01%
+17,751
438
$613K 0.01%
494,424
-25,070
439
$612K 0.01%
+7,814
440
$609K 0.01%
20,736
441
$604K 0.01%
+185,944
442
$602K 0.01%
31,880
+19,334
443
$595K 0.01%
6,492
-290
444
$593K 0.01%
8,424
-1,375
445
$567K 0.01%
4,313
-32,476
446
$557K 0.01%
+14,801
447
$546K 0.01%
+5,183
448
$544K 0.01%
2,621
-74
449
$544K 0.01%
62,093
+370
450
$541K 0.01%
16,611
+49
16 17
18
19 20