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
476
$411K 0.01%
+4,347
477
$408K 0.01%
6,320
478
$404K 0.01%
+51,275
479
$395K 0.01%
+2,853
480
$393K 0.01%
17,472
481
$388K 0.01%
+5,549
482
$387K 0.01%
6,352
+2,552
483
$385K 0.01%
3,867
-637
484
$383K 0.01%
+4,671
485
$379K 0.01%
4,297
-476
486
$373K 0.01%
8,043
-39
487
$369K 0.01%
+20,286
488
$368K 0.01%
3,705
-4,062
489
$367K 0.01%
13,534
-726
490
$365K 0.01%
10,941
491
$357K 0.01%
14,892
-5,136
492
$357K 0.01%
1,535
-69
493
$357K 0.01%
14,180
494
$353K 0.01%
4,739
495
$349K 0.01%
19,228
496
$347K 0.01%
3,182
+201
497
$342K 0.01%
+52,480
498
$340K 0.01%
3,788
-39,361
499
$336K 0.01%
698
+113
500
$336K 0.01%
+3,452
18 19
20
21 22