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
$4.99B
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
26
$56.5M 1.13%
254,655
+6,053
27
$53.5M 1.07%
704,791
+18,448
28
$53.4M 1.07%
491,501
+12,076
29
$51.5M 1.03%
918,932
+8,372
30
$51.1M 1.02%
976,844
+22,044
31
$50.9M 1.02%
402,876
+316,024
32
$50.9M 1.02%
496,795
+12,068
33
$50.7M 1.02%
565,732
+12,683
34
$50.2M 1.01%
922,191
+20,567
35
$50.1M 1%
112,365
+2,243
36
$49.1M 0.98%
253,675
+4,402
37
$48.5M 0.97%
698,613
+16,515
38
$48.4M 0.97%
2,346,046
+54,699
39
$47.3M 0.95%
647,407
+16,336
40
$45.1M 0.9%
+528,912
41
$44.6M 0.89%
806,457
+20,950
42
$42.7M 0.86%
2,258,213
+51,088
43
$42.5M 0.85%
498,707
+10,193
44
$40.2M 0.8%
462,700
-32,780
45
$37M 0.74%
606,420
+1,020
46
$36.8M 0.74%
2,063,794
+51,824
47
$34.7M 0.7%
675,772
+17,222
48
$33.9M 0.68%
534,290
+12,082
49
$33.5M 0.67%
442,679
+10,440
50
$33.3M 0.67%
237,675
+5,896
1
2
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