ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.87B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$20.1M
3
+$17.6M
4
AVGO icon
Broadcom
AVGO
+$17.5M
5
AMP icon
Ameriprise Financial
AMP
+$10.9M

Top Sells

1
+$32.9M
2
+$24M
3
+$18.1M
4
MTB icon
M&T Bank
MTB
+$9.15M
5
ROK icon
Rockwell Automation
ROK
+$7.53M

Sector Composition

1 Financials 18.69%
2 Technology 15.02%
3 Healthcare 12.72%
4 Consumer Staples 10.27%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31.4M 0.64%
432,239
+20,378
52
$30.5M 0.63%
124,895
-9,814
53
$29.1M 0.6%
338,199
+5,061
54
$27.9M 0.57%
+879,183
55
$26.5M 0.54%
323,607
-610
56
$25.7M 0.53%
207,990
+1,271
57
$23.5M 0.48%
517,256
+6,899
58
$23.3M 0.48%
1,688,143
+18,772
59
$22.9M 0.47%
270,373
+16,327
60
$22.8M 0.47%
183,351
+10,044
61
$22.6M 0.46%
551,290
+1,148
62
$21.9M 0.45%
327,655
+3,646
63
$21.8M 0.45%
756,540
+606,970
64
$20.7M 0.43%
372,268
-1,912
65
$20.5M 0.42%
1,334,870
+3,895
66
$20.1M 0.41%
+664,313
67
$19.5M 0.4%
142,112
+12,304
68
$19.4M 0.4%
146,886
+2,629
69
$18.3M 0.38%
631,854
-579
70
$17.6M 0.36%
+416,205
71
$17.4M 0.36%
342,761
-2,826
72
$16.8M 0.34%
120,380
-146
73
$16.6M 0.34%
418,617
+5,546
74
$16.1M 0.33%
391,105
+93,174
75
$15.6M 0.32%
116,374
-200
1 2
3
4 5