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
426
$673K 0.01%
+87,920
427
$664K 0.01%
8,821
-904
428
$637K 0.01%
+8,393
429
$635K 0.01%
15,980
-22,620
430
$633K 0.01%
10,650
+1,163
431
$632K 0.01%
+21,525
432
$632K 0.01%
+25,023
433
$626K 0.01%
7,424
434
$606K 0.01%
+3,813
435
$605K 0.01%
+55,100
436
$600K 0.01%
+7,695
437
$590K 0.01%
12,616
+1
438
$586K 0.01%
16,524
-9,252
439
$579K 0.01%
19,563
-15,989
440
$561K 0.01%
1,569
+701
441
$548K 0.01%
388,972
-69,202
442
$544K 0.01%
29,568
+7,075
443
$536K 0.01%
5,858
-261
444
$536K 0.01%
19,581
-4,868
445
$532K 0.01%
7,350
-45,989
446
$528K 0.01%
+39,632
447
$518K 0.01%
2,624
+36
448
$504K 0.01%
+47,577
449
$499K 0.01%
+38,982
450
$497K 0.01%
+6,133
16 17
18
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