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
126
$11.3M 0.18%
41,707
+467
127
$11.2M 0.18%
+99,808
128
$11.1M 0.18%
24,717
+1,478
129
$11M 0.17%
41,571
+613
130
$10.7M 0.17%
135,864
+60,135
131
$10.6M 0.17%
24,996
+1,337
132
$10.5M 0.17%
353,030
+4,915
133
$10.3M 0.16%
112,990
+83,727
134
$9.92M 0.16%
14,908
+11,229
135
$9.83M 0.16%
15,813
+859
136
$9.68M 0.15%
205,499
+79,627
137
$9.42M 0.15%
57,489
+1,360
138
$9.39M 0.15%
375,800
+6,522
139
$9.39M 0.15%
38,194
+37,200
140
$9.31M 0.15%
40,292
+38,503
141
$9.24M 0.15%
27,137
+558
142
$9.05M 0.14%
83,156
+561
143
$8.78M 0.14%
166,640
+4,307
144
$8.71M 0.14%
265,595
+242,266
145
$8.69M 0.14%
108,080
+734
146
$8.41M 0.13%
72,901
+968
147
$8.41M 0.13%
13,511
+12,641
148
$8.29M 0.13%
39,990
+2,283
149
$8.12M 0.13%
25,900
+14,316
150
$8.05M 0.13%
19,883
+7,927
4 5
6
7 8