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
101
$15.1M 0.24%
62,866
-7,909
102
$14.9M 0.23%
77,381
-35,677
103
$14.4M 0.23%
65,729
+1,109
104
$14.4M 0.23%
112,450
+1,910
105
$14.2M 0.22%
175,112
+47,446
106
$14M 0.22%
104,860
+1,800
107
$13.9M 0.22%
84,375
+2,279
108
$13.8M 0.22%
73,968
+837
109
$13.7M 0.22%
64,417
+315
110
$13.7M 0.22%
120,927
+2,024
111
$13.6M 0.21%
51,542
-12,307
112
$13.4M 0.21%
376,745
+11,390
113
$13.2M 0.21%
168,144
+41,336
114
$12.9M 0.2%
135,412
+2,128
115
$12.7M 0.2%
277,488
+6,275
116
$12.7M 0.2%
70,821
-33,080
117
$12.7M 0.2%
56,928
+2,610
118
$12.6M 0.2%
161,143
+39,216
119
$12.1M 0.19%
140,150
+1,792
120
$12M 0.19%
158,906
+1,797
121
$11.8M 0.19%
293,660
+66,553
122
$11.8M 0.19%
20,549
+1,119
123
$11.7M 0.19%
74,401
+37,115
124
$11.4M 0.18%
208,069
+73,219
125
$11.3M 0.18%
43,258
+309
3 4
5
6 7