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
526
$289K ﹤0.01%
+4,000
527
$284K ﹤0.01%
3,444
+53
528
$284K ﹤0.01%
+43,550
529
$284K ﹤0.01%
8,142
+256
530
$281K ﹤0.01%
3,433
-3,824
531
$281K ﹤0.01%
+8,746
532
$281K ﹤0.01%
1,431
-1,350
533
$280K ﹤0.01%
1,183
+138
534
$279K ﹤0.01%
+1,257
535
$275K ﹤0.01%
5,837
-1,183
536
$270K ﹤0.01%
+5,066
537
$270K ﹤0.01%
+2,253
538
$270K ﹤0.01%
+691
539
$270K ﹤0.01%
+1,233
540
$267K ﹤0.01%
11,865
-8,412
541
$266K ﹤0.01%
193
+6
542
$265K ﹤0.01%
+6,060
543
$265K ﹤0.01%
+4,297
544
$265K ﹤0.01%
7,934
545
$263K ﹤0.01%
+2,548
546
$262K ﹤0.01%
9,963
-933
547
$261K ﹤0.01%
3,057
-577
548
$259K ﹤0.01%
4,318
-1,653
549
$256K ﹤0.01%
5,545
550
$253K ﹤0.01%
5,034
+206
20 21
22
23 24