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
$4.99B
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
126
$6.99M 0.14%
82,397
+2,484
127
$6.92M 0.14%
82,156
+958
128
$6.91M 0.14%
62,963
+33,413
129
$6.8M 0.14%
416,398
-558
130
$6.39M 0.13%
+160,233
131
$6.26M 0.13%
52,920
+705
132
$6.2M 0.12%
77,874
+753
133
$6.09M 0.12%
117,981
-1,310
134
$6M 0.12%
131,435
+1,251
135
$5.98M 0.12%
+344,595
136
$5.97M 0.12%
97,900
-1,320
137
$5.96M 0.12%
+26,942
138
$5.8M 0.12%
19,531
+5,901
139
$5.79M 0.12%
30,710
+24
140
$5.64M 0.11%
122,373
+74,577
141
$5.51M 0.11%
+192,180
142
$5.38M 0.11%
87,234
-31,292
143
$5.3M 0.11%
236,647
+960
144
$5.18M 0.1%
64,651
+1,215
145
$5.16M 0.1%
40,975
+3,480
146
$5.15M 0.1%
57,129
-10,213
147
$5.11M 0.1%
169,403
+2,643
148
$5.1M 0.1%
+30,090
149
$5.03M 0.1%
160,123
-10,966
150
$4.95M 0.1%
54,855
-3,576
4 5
6
7 8