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
451
$526K 0.01%
+20,041
452
$516K 0.01%
7,849
+38
453
$515K 0.01%
+44,091
454
$511K 0.01%
+8,735
455
$504K 0.01%
26,913
+2,799
456
$491K 0.01%
9,277
+4,355
457
$473K 0.01%
+32,452
458
$471K 0.01%
+9,172
459
$460K 0.01%
+2,877
460
$455K 0.01%
2,748
-2
461
$442K 0.01%
+6,120
462
$440K 0.01%
31,099
-6,080
463
$430K 0.01%
2,733
-197
464
$405K 0.01%
+18,385
465
$398K 0.01%
34,274
-614
466
$398K 0.01%
+15,236
467
$398K 0.01%
+12,211
468
$397K 0.01%
2,397
+5
469
$394K 0.01%
+4,133
470
$392K 0.01%
+19,881
471
$384K 0.01%
6,868
+361
472
$381K 0.01%
7,440
+984
473
$380K 0.01%
42,803
-26,682
474
$372K 0.01%
15,726
-50,830
475
$357K 0.01%
2,805
-44
17 18
19
20 21