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
151
$7.97M 0.13%
27,111
+729
152
$7.97M 0.13%
36,233
+799
153
$7.96M 0.13%
26,553
+1,763
154
$7.94M 0.13%
113,494
+7,374
155
$7.9M 0.12%
331,718
+3,255
156
$7.83M 0.12%
25,775
+12,624
157
$7.35M 0.12%
104,661
-6,919
158
$7.17M 0.11%
206,820
+12,236
159
$7.13M 0.11%
11,780
+859
160
$7.07M 0.11%
17,753
+1,051
161
$6.72M 0.11%
96,006
-441,951
162
$6.65M 0.11%
128,553
+81,344
163
$6.23M 0.1%
35,958
-1,942
164
$6.22M 0.1%
14,492
+296
165
$6.21M 0.1%
118,115
+5,900
166
$6.18M 0.1%
47,888
+3,917
167
$6.15M 0.1%
255,071
+3,066
168
$5.98M 0.09%
74,360
+2,802
169
$5.91M 0.09%
82,213
+31,928
170
$5.83M 0.09%
15,155
-6,605
171
$5.76M 0.09%
249,234
+3,601
172
$5.76M 0.09%
12,570
+2,814
173
$5.61M 0.09%
36,953
+7,369
174
$5.57M 0.09%
+24,346
175
$5.56M 0.09%
58,712
+168
5 6
7
8 9