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
76
$24.6M 0.39%
169,493
+6,844
77
$24.4M 0.39%
100,969
+2,564
78
$24.2M 0.38%
159,850
+4,856
79
$24M 0.38%
92,277
+3,703
80
$23.3M 0.37%
534,686
+12,555
81
$23.3M 0.37%
86,301
+1,675
82
$22.8M 0.36%
176,910
+5,958
83
$22.5M 0.36%
203,906
+6,733
84
$22.2M 0.35%
132,272
+2,747
85
$20.7M 0.33%
69,290
+454
86
$20.6M 0.33%
47,979
+1,525
87
$19.8M 0.31%
130,970
+2,163
88
$18.7M 0.3%
122,468
+56,717
89
$18.7M 0.29%
181,563
+47,105
90
$18.4M 0.29%
86,456
+1,036
91
$17.9M 0.28%
63,198
+1,091
92
$17.8M 0.28%
105,326
+1,827
93
$17.6M 0.28%
103,841
+2,231
94
$17.2M 0.27%
143,418
+39,282
95
$16.8M 0.27%
198,842
+2,872
96
$16.4M 0.26%
49,575
+3,432
97
$16.1M 0.25%
228,829
+5,334
98
$16.1M 0.25%
28,109
+452
99
$15.9M 0.25%
47,363
+15,891
100
$15.4M 0.24%
43,295
+838
2 3
4
5 6