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
576
$205K ﹤0.01%
19,219
577
$204K ﹤0.01%
+2,093
578
$204K ﹤0.01%
+799
579
$203K ﹤0.01%
+9,608
580
$203K ﹤0.01%
+32,000
581
$181K ﹤0.01%
+5,500
582
$172K ﹤0.01%
10,904
-321,648
583
$153K ﹤0.01%
13,161
-2,701,153
584
$143K ﹤0.01%
+10,216
585
$129K ﹤0.01%
+25,000
586
$90K ﹤0.01%
+16,194
587
$83K ﹤0.01%
22,212
+10,047
588
$82K ﹤0.01%
+15,000
589
$48K ﹤0.01%
+10,000
590
$48K ﹤0.01%
13,150
591
$33K ﹤0.01%
+10,000
592
$33K ﹤0.01%
+400
593
$32K ﹤0.01%
10
594
$31K ﹤0.01%
12,837
595
– –
-19,210
596
– –
-72,165
597
– –
-3,860
598
– –
-44,235
599
– –
-143,043
600
– –
-66,758
22 23
24
25 26