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
76
$15.6M 0.32%
80,694
-18,252
77
$15.4M 0.32%
234,569
+24,488
78
$15M 0.31%
86,056
-17,849
79
$14.9M 0.31%
178,292
-462
80
$14.9M 0.31%
99,815
-249
81
$14.7M 0.3%
84,041
+472
82
$14.5M 0.3%
675,572
+5,962
83
$14.5M 0.3%
112,303
+805
84
$14.4M 0.3%
166,204
-1,639
85
$14M 0.29%
76,035
+473
86
$13.7M 0.28%
386,211
-1,886
87
$13.6M 0.28%
46,211
+7,612
88
$13M 0.27%
49,174
+13,568
89
$12.9M 0.26%
184,903
+3,997
90
$12.8M 0.26%
128,562
-769
91
$12.5M 0.26%
175,910
+105,380
92
$12.3M 0.25%
311,116
-1,913
93
$12M 0.25%
99,000
+4,370
94
$11.8M 0.24%
86,852
+321
95
$11.8M 0.24%
289,434
-50,648
96
$11.3M 0.23%
100,086
+20,981
97
$11.1M 0.23%
30,576
-669
98
$10.6M 0.22%
45,393
-23
99
$10.6M 0.22%
83,619
-229
100
$10.5M 0.22%
64,030
-10
2 3
4
5 6