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
101
$10.9M 0.22%
361,704
+870
102
$10.9M 0.22%
184,336
+153,002
103
$10.6M 0.21%
160,914
-14,996
104
$10.6M 0.21%
45,454
+61
105
$10.5M 0.21%
244,333
+54,835
106
$10.3M 0.21%
95,344
-4,742
107
$10.1M 0.2%
90,118
+2,686
108
$9.45M 0.19%
64,909
+879
109
$9.23M 0.18%
32,178
+659
110
$9M 0.18%
61,521
+477
111
$8.9M 0.18%
41,140
+515
112
$8.85M 0.18%
132,064
+27,012
113
$8.8M 0.18%
93,694
+439
114
$8.72M 0.17%
97,033
-2,597
115
$8.68M 0.17%
237,485
+3,291
116
$8.42M 0.17%
148,466
-12,834
117
$8.09M 0.16%
56,055
+472
118
$8M 0.16%
101,540
+814
119
$7.93M 0.16%
38,727
+489
120
$7.92M 0.16%
88,094
+142
121
$7.76M 0.16%
43,092
+6,393
122
$7.55M 0.15%
19,847
-10,729
123
$7.51M 0.15%
43,659
+967
124
$7.49M 0.15%
101,855
+827
125
$7.09M 0.14%
87,905
+49,273
3 4
5
6 7