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
101
$11.5M 0.22%
128,662
-669
102
$11.4M 0.21%
35,291
+15,760
103
$11M 0.21%
159,082
-1,832
104
$11M 0.21%
92,964
-2,380
105
$10.9M 0.2%
211,312
-45,852
106
$10.7M 0.2%
78,240
-22,460
107
$9.91M 0.19%
97,806
+4,112
108
$9.84M 0.18%
253,469
+15,984
109
$9.41M 0.18%
62,244
-2,665
110
$9.3M 0.17%
340,989
-20,715
111
$9.29M 0.17%
39,121
+394
112
$9.26M 0.17%
32,172
-6
113
$8.86M 0.17%
76,613
-48,028
114
$8.82M 0.17%
131,124
-940
115
$8.74M 0.16%
46,498
+2,839
116
$8.59M 0.16%
40,912
-228
117
$8.55M 0.16%
43,380
+288
118
$8.32M 0.16%
96,080
-953
119
$8.29M 0.16%
140,021
-8,445
120
$8.16M 0.15%
+63,658
121
$8.1M 0.15%
55,696
-359
122
$7.98M 0.15%
1,356,640
+1,290,120
123
$7.93M 0.15%
81,652
-504
124
$7.92M 0.15%
100,926
-614
125
$7.79M 0.15%
83,915
-4,179
3 4
5
6 7