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
$4.99B
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
51
$31M 0.62%
346,087
+7,888
52
$29.5M 0.59%
3,222,696
+68,575
53
$29.4M 0.59%
718,268
+16,691
54
$28.9M 0.58%
330,212
+6,605
55
$27.1M 0.54%
423,297
-419,321
56
$25.1M 0.5%
633,367
+82,077
57
$24.7M 0.49%
1,728,028
+39,885
58
$24.6M 0.49%
208,240
+250
59
$23.6M 0.47%
184,790
+1,439
60
$23.5M 0.47%
902,064
+22,881
61
$23.4M 0.47%
275,347
+4,974
62
$22.8M 0.46%
376,846
+4,578
63
$22.4M 0.45%
335,044
+7,389
64
$21.7M 0.44%
1,415,995
+81,125
65
$21.5M 0.43%
777,940
+21,400
66
$21M 0.42%
151,266
+4,380
67
$20.6M 0.41%
707,857
+76,003
68
$20.4M 0.41%
685,820
+21,507
69
$20.3M 0.41%
93,521
-31,374
70
$19.3M 0.39%
429,010
+12,805
71
$19.2M 0.38%
217,197
+38,905
72
$18.8M 0.38%
130,940
-11,172
73
$18.2M 0.36%
117,115
+741
74
$17.9M 0.36%
93,144
+17,109
75
$17M 0.34%
86,532
+476
1 2
3
4 5