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
76
$17.4M 0.33%
112,237
-18,703
77
$17M 0.32%
115,595
-1,520
78
$16.3M 0.31%
382,875
-7,958
79
$16.1M 0.3%
401,337
-28,862
80
$16.1M 0.3%
183,741
-2,188
81
$15.8M 0.3%
200,034
+15,698
82
$15.8M 0.3%
94,453
+837
83
$15.6M 0.29%
47,410
+303
84
$15.6M 0.29%
52,207
+1,864
85
$15.4M 0.29%
59,913
-333
86
$15M 0.28%
179,777
-150,435
87
$14.9M 0.28%
103,319
+264
88
$14.9M 0.28%
84,230
-557
89
$14.3M 0.27%
128,199
-1,015
90
$13.7M 0.26%
228,982
-6,099
91
$13.5M 0.25%
109,335
-490
92
$13.4M 0.25%
45,049
-405
93
$13M 0.24%
241,188
-3,145
94
$12.6M 0.24%
48,018
-1,986
95
$12.3M 0.23%
49,152
-3,322
96
$12.2M 0.23%
92,698
+2,580
97
$12M 0.22%
+99,298
98
$11.9M 0.22%
93,003
+1,211
99
$11.7M 0.22%
85,647
-554
100
$11.6M 0.22%
149,637
-1,401
2 3
4
5 6