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
101
$10.5M 0.22%
91,343
-6,271
102
$10.3M 0.21%
360,834
-86,670
103
$10.3M 0.21%
61,044
-2,787
104
$10.2M 0.21%
94,280
-172
105
$9.69M 0.2%
87,432
+2,590
106
$9.58M 0.2%
87,952
-129
107
$9.24M 0.19%
337,304
+34,792
108
$9.13M 0.19%
148,296
+2,982
109
$8.85M 0.18%
31,519
+27,841
110
$8.8M 0.18%
161,300
-61,004
111
$8.62M 0.18%
75,923
-275
112
$8.41M 0.17%
41,075
+34,950
113
$8.35M 0.17%
40,625
+140
114
$8.26M 0.17%
55,583
+72
115
$7.84M 0.16%
+81,198
116
$7.83M 0.16%
93,255
-508
117
$7.53M 0.15%
36,798
+22,577
118
$7.5M 0.15%
99,630
+2,921
119
$7.47M 0.15%
+38,238
120
$7.47M 0.15%
100,726
-47,864
121
$7.41M 0.15%
42,692
-854
122
$7.41M 0.15%
+234,194
123
$7.35M 0.15%
+80,633
124
$7.31M 0.15%
189,498
-152
125
$7.24M 0.15%
101,028
-482
3 4
5
6 7