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
426
$630K 0.01%
8,376
+253
427
$625K 0.01%
24,955
428
$624K 0.01%
6,087
+1,191
429
$624K 0.01%
+32,432
430
$623K 0.01%
3,236
+268
431
$616K 0.01%
9,066
-786
432
$610K 0.01%
8,773
-5,152
433
$601K 0.01%
+11,277
434
$597K 0.01%
44,824
-95
435
$596K 0.01%
2,852
-273
436
$586K 0.01%
9,600
-2,180
437
$573K 0.01%
23,143
-2,186
438
$570K 0.01%
21,151
+7,911
439
$570K 0.01%
+6,350
440
$552K 0.01%
740
-1
441
$551K 0.01%
4,152
-52
442
$549K 0.01%
16,400
443
$542K 0.01%
5,539
+2,143
444
$532K 0.01%
+8,643
445
$531K 0.01%
4,753
-2
446
$528K 0.01%
2,414
+1,380
447
$524K 0.01%
5,810
448
$523K 0.01%
+21,010
449
$521K 0.01%
13,184
+4,804
450
$519K 0.01%
10,244
16 17
18
19 20