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
151
$5.18M 0.1%
230,692
-5,955
152
$5M 0.09%
120,086
-2,287
153
$4.93M 0.09%
37,589
-3,386
154
$4.82M 0.09%
20,083
-137
155
$4.78M 0.09%
140,045
-20,078
156
$4.67M 0.09%
158,860
-11,989
157
$4.57M 0.09%
53,765
-2,873
158
$4.57M 0.09%
37,491
-315
159
$4.52M 0.08%
165,422
-26,758
160
$4.51M 0.08%
+79,217
161
$4.47M 0.08%
+60,176
162
$4.38M 0.08%
54,106
+62
163
$4.37M 0.08%
+246,930
164
$4.35M 0.08%
24,996
+2,452
165
$4.24M 0.08%
56,755
-7,896
166
$4.24M 0.08%
+40,170
167
$4.13M 0.08%
54,445
-2,684
168
$4.02M 0.08%
11,613
+22
169
$3.98M 0.07%
38,775
-3,829
170
$3.98M 0.07%
+26,697
171
$3.92M 0.07%
24,281
+336
172
$3.83M 0.07%
7,871
-575
173
$3.77M 0.07%
166,567
-10,122
174
$3.73M 0.07%
130,688
+10,406
175
$3.72M 0.07%
59,595
-6,117
5 6
7
8 9