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
451
$515K 0.01%
12,169
-953
452
$512K 0.01%
+5,733
453
$492K 0.01%
33,950
-4,241
454
$492K 0.01%
19,789
-29,102
455
$484K 0.01%
25,711
-197,444
456
$481K 0.01%
36,513
-255
457
$478K 0.01%
5,670
458
$476K 0.01%
+2,333
459
$475K 0.01%
10,239
-7,843
460
$469K 0.01%
+19,788
461
$465K 0.01%
2,968
+137
462
$464K 0.01%
2,547
-24,969
463
$460K 0.01%
+14,690
464
$456K 0.01%
+48,241
465
$453K 0.01%
14,875
-1,599
466
$451K 0.01%
22,710
-31
467
$449K 0.01%
3,004
-19
468
$447K 0.01%
3,957
-4
469
$437K 0.01%
11,529
-11
470
$436K 0.01%
8,480
+1
471
$427K 0.01%
3,809
+337
472
$425K 0.01%
8,508
-2,810
473
$418K 0.01%
+11,547
474
$418K 0.01%
3,951
475
$417K 0.01%
16,851
17 18
19
20 21