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
26
$60.3M 0.95%
1,420,049
-144,677
27
$59.9M 0.95%
403,055
+8,410
28
$59.9M 0.95%
477,292
+9,789
29
$59.8M 0.94%
554,039
+22,781
30
$58.9M 0.93%
621,711
+18,236
31
$58.8M 0.93%
2,148,376
+41,967
32
$58.6M 0.93%
1,100,550
-110,775
33
$58.1M 0.92%
1,038,089
+591,266
34
$57.6M 0.91%
929,502
+26,917
35
$56.5M 0.89%
2,614,940
+57,256
36
$56.3M 0.89%
449,457
+8,456
37
$53M 0.84%
895,285
+303,000
38
$52.7M 0.83%
667,242
+17,337
39
$52.2M 0.82%
300,998
+6,992
40
$50.4M 0.8%
208,934
+206,341
41
$50.4M 0.79%
334,268
+7,456
42
$48.8M 0.77%
649,800
-182,807
43
$46.1M 0.73%
785,434
+16,505
44
$45.6M 0.72%
868,837
+24,894
45
$44.1M 0.7%
2,159,824
+41,029
46
$43.3M 0.68%
744,124
+20,990
47
$43.2M 0.68%
220,851
+5,514
48
$43M 0.68%
134,327
+6,240
49
$39.8M 0.63%
691,609
+76,491
50
$39.8M 0.63%
115,317
+2,694
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