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
$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
126
$7.74M 0.15%
179,874
+108,990
127
$7.67M 0.14%
33,356
+6,414
128
$7.56M 0.14%
55,711
-7,252
129
$7.45M 0.14%
+105,771
130
$6.95M 0.13%
100,942
-913
131
$6.95M 0.13%
31,727
+1,637
132
$6.93M 0.13%
39,413
+37,151
133
$6.79M 0.13%
85,111
-2,794
134
$6.6M 0.12%
54,588
+30,886
135
$6.53M 0.12%
97,660
-240
136
$6.31M 0.12%
+47,881
137
$6.13M 0.11%
130,861
-574
138
$6.11M 0.11%
77,493
-381
139
$5.95M 0.11%
37,787
-23,734
140
$5.93M 0.11%
86,422
-812
141
$5.91M 0.11%
342,830
-1,765
142
$5.89M 0.11%
15,734
+538
143
$5.84M 0.11%
192,012
+22,609
144
$5.77M 0.11%
115,968
-2,013
145
$5.7M 0.11%
52,269
-651
146
$5.63M 0.11%
29,242
-1,468
147
$5.59M 0.1%
158,150
-2,083
148
$5.42M 0.1%
128,542
+3,584
149
$5.24M 0.1%
145,091
-166,771
150
$5.23M 0.1%
50,956
-3,899
4 5
6
7 8