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
551
$253K ﹤0.01%
11,114
-3,276
552
$249K ﹤0.01%
3,382
553
$246K ﹤0.01%
36,989
554
$243K ﹤0.01%
10,003
-14
555
$243K ﹤0.01%
10,936
-95
556
$243K ﹤0.01%
+2,461
557
$242K ﹤0.01%
+6,181
558
$242K ﹤0.01%
13,048
-7,096
559
$238K ﹤0.01%
3,003
+127
560
$236K ﹤0.01%
+2,024
561
$234K ﹤0.01%
+1,070
562
$233K ﹤0.01%
3,011
+366
563
$229K ﹤0.01%
+1,082
564
$227K ﹤0.01%
3,906
-17,343
565
$227K ﹤0.01%
1,253
-30,207
566
$224K ﹤0.01%
866
567
$221K ﹤0.01%
2,693
-566
568
$221K ﹤0.01%
36,977
569
$219K ﹤0.01%
4,598
+330
570
$215K ﹤0.01%
5,231
-37,692
571
$215K ﹤0.01%
+17,327
572
$212K ﹤0.01%
1,379
-31,680
573
$210K ﹤0.01%
+644
574
$209K ﹤0.01%
4,500
575
$209K ﹤0.01%
6,198
-11,235
21 22
23
24 25