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
$5.34B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$31M
3
+$28.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$23.4M
5
SWKS icon
Skyworks Solutions
SWKS
+$12M

Top Sells

1
+$27.1M
2
+$24.1M
3
+$12.6M
4
APD icon
Air Products & Chemicals
APD
+$12M
5
ADM icon
Archer Daniels Midland
ADM
+$11.9M

Sector Composition

1 Financials 19.63%
2 Technology 15.11%
3 Healthcare 12.17%
4 Consumer Staples 10.03%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$358K 0.01%
+10,737
477
$354K 0.01%
3,811
+468
478
$351K 0.01%
5,944
+1,229
479
$348K 0.01%
8,564
-384
480
$340K 0.01%
13,625
-272
481
$338K 0.01%
3,591
+168
482
$334K 0.01%
11,430
-350
483
$330K 0.01%
1,905
-496
484
$317K 0.01%
5,004
+1,230
485
$312K 0.01%
7,342
+1,680
486
$306K 0.01%
4,881
-16,003
487
$306K 0.01%
26,320
-848
488
$305K 0.01%
23,257
-9,800
489
$301K 0.01%
1,648
-32
490
$296K 0.01%
2,525
-415
491
$292K 0.01%
4,692
-379
492
$279K 0.01%
4,048
-281
493
$278K 0.01%
1,728
-11,117
494
$277K 0.01%
749
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495
$271K 0.01%
3,820
-19,150
496
$270K 0.01%
2,318
-74
497
$262K ﹤0.01%
+20,472
498
$261K ﹤0.01%
9,662
-892,402
499
$254K ﹤0.01%
671
-2,321
500
$253K ﹤0.01%
781
-1,468
18 19
20
21 22