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
$4.99B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$39.9M
3
+$9.06M
4
INTU icon
Intuit
INTU
+$6.93M
5
MDC
M.D.C. Holdings, Inc.
MDC
+$6.39M

Top Sells

1
+$26.8M
2
+$25.6M
3
+$14.5M
4
CSCO icon
Cisco
CSCO
+$14.3M
5
CFG icon
Citizens Financial Group
CFG
+$13.3M

Sector Composition

1 Financials 18.35%
2 Technology 14.81%
3 Healthcare 11.93%
4 Consumer Staples 10.73%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-10,594
552
– –
-14,406
553
– –
-32,452
554
– –
-2,023
555
– –
-6,868
556
– –
-29,825
557
– –
-56,983
558
– –
-39,533
559
– –
-77,609
560
– –
-19,153
561
– –
-675,572
562
– –
-91,258
563
– –
-11,283
564
– –
-8,424
565
– –
-993
566
– –
-19,958
567
– –
-3,864
568
– –
-24,216
569
– –
-12,211
570
– –
-37,665
571
– –
-57,036
572
– –
-102,581
573
– –
-4,133
574
– –
-59,612
575
– –
-28,575
21 22
23
24 25