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
$4.99B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$39.9M
3
+$9.06M
4
INTU icon
Intuit
INTU
+$6.93M
5
MDC
M.D.C. Holdings, Inc.
MDC
+$6.39M

Top Sells

1
+$26.8M
2
+$25.6M
3
+$14.5M
4
CSCO icon
Cisco
CSCO
+$14.3M
5
CFG icon
Citizens Financial Group
CFG
+$13.3M

Sector Composition

1 Financials 18.35%
2 Technology 14.81%
3 Healthcare 11.93%
4 Consumer Staples 10.73%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$429K 0.01%
2,742
-6
452
$426K 0.01%
+19,151
453
$425K 0.01%
+24,071
454
$422K 0.01%
+3,361
455
$419K 0.01%
+13,057
456
$410K 0.01%
+6,688
457
$410K 0.01%
+48,583
458
$405K 0.01%
2,401
+4
459
$390K 0.01%
+934
460
$384K 0.01%
+12,751
461
$383K 0.01%
+5,388
462
$378K 0.01%
9,799
-10,890
463
$369K 0.01%
14,029
+2,970
464
$367K 0.01%
6,395
-10,719
465
$365K 0.01%
4,236
-32
466
$365K 0.01%
+20,973
467
$361K 0.01%
2,262
-471
468
$357K 0.01%
+22,493
469
$351K 0.01%
+868
470
$332K 0.01%
9,768
-396
471
$317K 0.01%
13,897
-1,829
472
$316K 0.01%
8,948
-377,263
473
$316K 0.01%
33,057
-1,217
474
$316K 0.01%
12,241
-8,495
475
$312K 0.01%
3,343
+471
17 18
19
20 21