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
501
$331K 0.01%
839
-13,741
502
$327K 0.01%
7,675
-471
503
$326K 0.01%
12,728
504
$324K 0.01%
+9,334
505
$322K 0.01%
1,009
-40
506
$321K 0.01%
826
+11
507
$317K 0.01%
1,618
-230
508
$315K 0.01%
7,496
+498
509
$315K 0.01%
3,892
+11
510
$312K ﹤0.01%
12,678
-11
511
$311K ﹤0.01%
1,326
-182
512
$310K ﹤0.01%
+7,437
513
$306K ﹤0.01%
15,273
+322
514
$305K ﹤0.01%
759
-19
515
$303K ﹤0.01%
+407
516
$303K ﹤0.01%
+4,186
517
$301K ﹤0.01%
2,660
+233
518
$300K ﹤0.01%
1,254
+151
519
$298K ﹤0.01%
4,772
+8
520
$297K ﹤0.01%
1,155
+126
521
$297K ﹤0.01%
1,807
-1,125
522
$296K ﹤0.01%
7,486
+735
523
$295K ﹤0.01%
+15,082
524
$290K ﹤0.01%
+1,942
525
$289K ﹤0.01%
+11,284
19 20
21
22 23