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
51
$39.3M 0.62%
100,690
-9,248
52
$38.5M 0.61%
2,302,993
+41,658
53
$36.7M 0.58%
864,850
+22,460
54
$35.6M 0.56%
310,731
-316,018
55
$35.3M 0.56%
180,110
+4,110
56
$34.9M 0.55%
499,091
+13,168
57
$34.7M 0.55%
403,301
+33,859
58
$33.6M 0.53%
634,600
+15,833
59
$33M 0.52%
541,948
+15,070
60
$32.5M 0.51%
454,055
+8,247
61
$32.5M 0.51%
322,232
+6,867
62
$32.3M 0.51%
344,155
+7,053
63
$30.8M 0.49%
634,940
+20,480
64
$30.7M 0.48%
525,445
-176,335
65
$30.5M 0.48%
669,423
+14,522
66
$29.6M 0.47%
694,513
+19,945
67
$29M 0.46%
307,837
+3,603
68
$29M 0.46%
1,196,633
+22,081
69
$28.9M 0.46%
53,508
+2,284
70
$27.9M 0.44%
398,056
+10,793
71
$27.9M 0.44%
108,975
+1,906
72
$27.7M 0.44%
107,346
+6,633
73
$27.1M 0.43%
203,416
+1,723
74
$25.7M 0.41%
94,760
+1,612
75
$25.2M 0.4%
1,629,673
+41,745
1 2
3
4 5