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
$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
126
$6.82M 0.14%
118,526
-3,758
127
$6.79M 0.14%
416,956
-1,656
128
$6.74M 0.14%
79,913
+773
129
$6.65M 0.14%
83,188
+1,761
130
$6.45M 0.13%
77,121
-131
131
$6.42M 0.13%
+30,686
132
$6.42M 0.13%
36,699
-14,922
133
$6.36M 0.13%
52,215
+16,874
134
$6.26M 0.13%
23,948
+1,737
135
$6.26M 0.13%
104,608
-1,275
136
$6.23M 0.13%
105,052
+144
137
$6.18M 0.13%
206,850
-1,738
138
$5.99M 0.12%
+157,155
139
$5.72M 0.12%
119,291
-1,483
140
$5.67M 0.12%
130,184
-66
141
$5.66M 0.12%
226,569
-2,947
142
$5.62M 0.12%
63,436
-34,972
143
$5.58M 0.11%
58,431
-2,755
144
$5.58M 0.11%
67,342
-3,489
145
$5.58M 0.11%
25,925
+7,062
146
$5.53M 0.11%
171,089
+53,937
147
$5.36M 0.11%
99,220
-60
148
$5.23M 0.11%
235,687
-5,032
149
$5.16M 0.11%
14,406
+474
150
$5.15M 0.11%
183,450
+13,556
4 5
6
7 8