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
$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
476
$352K 0.01%
+34,954
477
$345K 0.01%
10,164
478
$345K 0.01%
4,268
-2,934
479
$345K 0.01%
+25,087
480
$329K 0.01%
6,831
-152,566
481
$321K 0.01%
993
-230
482
$315K 0.01%
2,023
+97
483
$312K 0.01%
76,080
-587,800
484
$312K 0.01%
2,430
-469
485
$310K 0.01%
29,792
+1,784
486
$307K 0.01%
+2,447
487
$302K 0.01%
5,998
-360,028
488
$296K 0.01%
+8,322
489
$296K 0.01%
4,544
+563
490
$285K 0.01%
+4,561
491
$285K 0.01%
+11,059
492
$272K 0.01%
14,274
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493
$263K 0.01%
6,476
-24,280
494
$258K 0.01%
+5,925
495
$251K 0.01%
+2,872
496
$250K 0.01%
1,544
-916
497
$245K 0.01%
4,968
-402
498
$235K ﹤0.01%
3,847
-762
499
$234K ﹤0.01%
+1,757
500
$227K ﹤0.01%
19,219
18 19
20
21 22