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
576
– –
-85,754
577
– –
-16,562
578
– –
-37,780
579
– –
-12,788
580
– –
-238,406
581
– –
-74,533
582
– –
-3,361
583
– –
-130,165
584
– –
-38,353
585
– –
-29,229
586
– –
-2,873
587
– –
-355,978
588
– –
-38,039
589
– –
-12,241
590
– –
-68,323
591
– –
-58,640
592
– –
-61,389
593
– –
-19,098
594
– –
-136,916
595
– –
-25,331
596
– –
-47,459
597
– –
-61,124
598
– –
-19,151
599
– –
-13,057
600
– –
-3,357
22 23
24
25 26