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
$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
51
$35.5M 0.66%
614,329
-33,078
52
$33.2M 0.62%
510,375
-23,915
53
$32.9M 0.62%
347,955
+1,868
54
$31.9M 0.6%
+398,922
55
$29.9M 0.56%
1,402,205
-13,790
56
$29.2M 0.55%
3,134,621
-88,075
57
$28.1M 0.53%
+354,518
58
$27.7M 0.52%
94,226
+705
59
$27.5M 0.51%
629,619
-3,748
60
$25.8M 0.48%
338,682
+3,638
61
$25.8M 0.48%
1,707,966
-20,062
62
$25.6M 0.48%
205,636
-2,604
63
$25.2M 0.47%
797,150
+19,210
64
$24.6M 0.46%
192,502
+7,712
65
$24.1M 0.45%
284,666
+9,319
66
$24M 0.45%
176,071
+171,421
67
$23.6M 0.44%
693,443
+7,623
68
$20M 0.37%
227,049
+9,852
69
$19.7M 0.37%
141,875
+39,062
70
$19.6M 0.37%
92,948
-196
71
$19.2M 0.36%
93,778
+11,663
72
$19.1M 0.36%
425,574
-3,436
73
$19.1M 0.36%
314,203
-62,643
74
$18.9M 0.35%
85,995
-537
75
$18.9M 0.35%
147,393
-3,873
1 2
3
4 5