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
451
$495K 0.01%
+8,489
452
$487K 0.01%
3,535
-4,633
453
$483K 0.01%
+10,133
454
$466K 0.01%
+13,840
455
$461K 0.01%
2,723
-19
456
$456K 0.01%
22,734
-2,727
457
$451K 0.01%
7,444
-224
458
$441K 0.01%
22,020
+8,955
459
$440K 0.01%
3,961
-1,681
460
$434K 0.01%
+22,488
461
$432K 0.01%
12,263
-11,752
462
$420K 0.01%
23,177
+2,204
463
$417K 0.01%
+5,260
464
$414K 0.01%
6,410
+15
465
$407K 0.01%
+769
466
$404K 0.01%
+10,853
467
$396K 0.01%
+2,098
468
$389K 0.01%
10,222
-3,782
469
$389K 0.01%
4,276
+40
470
$388K 0.01%
12,370
-14,225
471
$382K 0.01%
+13,851
472
$379K 0.01%
9,840
+72
473
$373K 0.01%
41,288
-4,813
474
$364K 0.01%
2,566
-19,274
475
$358K 0.01%
+4,320
17 18
19
20 21