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
501
$210K ﹤0.01%
5,111
-434
502
$209K ﹤0.01%
+3,542
503
$207K ﹤0.01%
3,864
-8
504
$206K ﹤0.01%
+1,784
505
$206K ﹤0.01%
+2,920
506
$204K ﹤0.01%
7,598
507
$194K ﹤0.01%
+10,646
508
$145K ﹤0.01%
+12,511
509
$124K ﹤0.01%
10,981
-7,757
510
$108K ﹤0.01%
+14,961
511
$107K ﹤0.01%
+19,163
512
$105K ﹤0.01%
+11,511
513
$104K ﹤0.01%
18,776
+3,216
514
$98K ﹤0.01%
+18,790
515
$95K ﹤0.01%
43,624
+33,476
516
$92K ﹤0.01%
29,324
-88,055
517
$86K ﹤0.01%
+32,078
518
$85K ﹤0.01%
+77,609
519
$83K ﹤0.01%
+16,779
520
$78K ﹤0.01%
+5,650
521
$76K ﹤0.01%
+21,980
522
$65K ﹤0.01%
+2,672
523
$60K ﹤0.01%
+26,864
524
$50K ﹤0.01%
+17
525
– –
0
19 20
21
22 23