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
76
$15.3M 0.31%
390,833
-272
77
$15M 0.3%
100,700
+885
78
$14.7M 0.29%
430,199
+11,582
79
$14.6M 0.29%
82,115
+1,421
80
$14.3M 0.29%
84,787
+746
81
$14.1M 0.28%
102,813
-9,490
82
$14.1M 0.28%
235,081
+512
83
$13.7M 0.27%
50,343
+1,169
84
$13.6M 0.27%
257,164
-85,597
85
$13.4M 0.27%
109,825
+15,545
86
$13.4M 0.27%
103,055
-17,325
87
$13.3M 0.27%
60,246
+19,171
88
$13.3M 0.27%
50,004
+26,056
89
$13M 0.26%
47,107
+896
90
$12.9M 0.26%
129,214
+652
91
$12.9M 0.26%
124,641
+44,008
92
$12.8M 0.26%
185,929
+1,026
93
$12.3M 0.25%
93,616
-5,384
94
$12.2M 0.24%
311,862
+746
95
$12.1M 0.24%
52,474
+15,676
96
$11.9M 0.24%
289,014
-420
97
$11.9M 0.24%
91,792
+449
98
$11.2M 0.22%
129,331
-36,873
99
$11.1M 0.22%
151,038
+2,742
100
$11M 0.22%
86,201
+2,582
2 3
4
5 6