ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
26
$53.9M 1.11%
686,343
+11,014
27
$52.3M 1.07%
954,800
+14,458
28
$51.7M 1.06%
110,122
+482
29
$49.9M 1.02%
137,339
+1,365
30
$48.8M 1%
842,618
+8,224
31
$48.4M 0.99%
553,049
+6,890
32
$47.8M 0.98%
2,291,347
+21,127
33
$46.9M 0.96%
495,480
+67,480
34
$46.7M 0.96%
479,425
+6,498
35
$45.9M 0.94%
249,273
+2,563
36
$45.9M 0.94%
901,624
+8,701
37
$45.9M 0.94%
2,207,125
+19,912
38
$45.6M 0.94%
682,098
+6,672
39
$45.3M 0.93%
484,727
+5,358
40
$45.1M 0.92%
910,560
-7,584
41
$43.1M 0.88%
631,071
+2,298
42
$42.3M 0.87%
785,507
+7,721
43
$39.1M 0.8%
488,514
-471
44
$35.7M 0.73%
2,011,970
+47,519
45
$35.3M 0.72%
522,208
+6,367
46
$33.2M 0.68%
701,577
+9,207
47
$33M 0.68%
658,550
+2,871
48
$32.8M 0.67%
605,400
-11,360
49
$32.3M 0.66%
3,154,121
+35,597
50
$31.8M 0.65%
231,779
+2,586
1
2
3 4 5