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
151
$4.84M 0.1%
124,958
-32,197
152
$4.69M 0.09%
+56,638
153
$4.65M 0.09%
20,832
-5,093
154
$4.61M 0.09%
+15,196
155
$4.6M 0.09%
20,220
+189
156
$4.6M 0.09%
170,849
-12,601
157
$4.53M 0.09%
+187,097
158
$4.51M 0.09%
82,906
+2,811
159
$4.32M 0.09%
37,806
-728
160
$4.25M 0.09%
68,323
-7,515
161
$4.23M 0.08%
54,044
+21,771
162
$4.15M 0.08%
74,533
+1,874
163
$4.14M 0.08%
42,604
+2,621
164
$4.12M 0.08%
53,339
-29,849
165
$4M 0.08%
155,106
-71,463
166
$3.99M 0.08%
8,446
+1,085
167
$3.93M 0.08%
176,689
-11,966
168
$3.88M 0.08%
48,412
+2,534
169
$3.74M 0.08%
+50,428
170
$3.74M 0.07%
109,197
+49,225
171
$3.74M 0.07%
+642,294
172
$3.73M 0.07%
11,591
+366
173
$3.69M 0.07%
23,945
+906
174
$3.65M 0.07%
31,271
+5,345
175
$3.64M 0.07%
65,712
-4,449
5 6
7
8 9