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
151
$5.14M 0.11%
75,838
+146
152
$5.01M 0.1%
150,796
-31,427
153
$5M 0.1%
118,971
+169
154
$4.96M 0.1%
166,760
+8,378
155
$4.47M 0.09%
20,031
-45
156
$4.43M 0.09%
+80,095
157
$4.33M 0.09%
+419,447
158
$4.32M 0.09%
59,612
+307
159
$4.26M 0.09%
109,204
+39,967
160
$4.25M 0.09%
188,655
-2,255
161
$4.23M 0.09%
34,515
+1,598
162
$4.23M 0.09%
29,550
-6,798
163
$4.23M 0.09%
38,534
+7,313
164
$4.17M 0.09%
34,114
-6,507
165
$4.14M 0.09%
72,659
-8,318
166
$4.07M 0.08%
+183,394
167
$3.99M 0.08%
29,825
-22,978
168
$3.99M 0.08%
13,630
+8,344
169
$3.99M 0.08%
37,495
-28
170
$3.94M 0.08%
44,673
-5,984
171
$3.9M 0.08%
70,161
-3,699
172
$3.82M 0.08%
+109,819
173
$3.59M 0.07%
39,983
+2,066
174
$3.51M 0.07%
165,095
-2,189
175
$3.45M 0.07%
151,046
-34,147
5 6
7
8 9