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
501
$251K ﹤0.01%
3,955
+1
502
$248K ﹤0.01%
1,384
-16,571
503
$245K ﹤0.01%
19,219
504
$242K ﹤0.01%
1,738
+128
505
$242K ﹤0.01%
9,751
-177,346
506
$233K ﹤0.01%
3,583
-252
507
$232K ﹤0.01%
+5,128
508
$220K ﹤0.01%
+4,794
509
$220K ﹤0.01%
+5,841
510
$217K ﹤0.01%
+1,017
511
$215K ﹤0.01%
+5,398
512
$213K ﹤0.01%
+9,310
513
$213K ﹤0.01%
+58,650
514
$211K ﹤0.01%
+2,229
515
$202K ﹤0.01%
+686
516
$170K ﹤0.01%
+17,591
517
$151K ﹤0.01%
10,556
-80,903
518
$118K ﹤0.01%
+11,231
519
$115K ﹤0.01%
2,059
-3,114
520
$113K ﹤0.01%
+1,163
521
$92K ﹤0.01%
+29,169
522
$75K ﹤0.01%
+10,093
523
$57K ﹤0.01%
+21,017
524
$54K ﹤0.01%
+22,968
525
$53K ﹤0.01%
+10,198
19 20
21
22 23