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
176
$3.45M 0.07%
45,878
-10,321
177
$3.29M 0.07%
41,392
+2,668
178
$3.28M 0.07%
19,657
+938
179
$3.27M 0.07%
70,571
+3,688
180
$3.25M 0.07%
23,039
+1,183
181
$3.24M 0.07%
18,919
+1,052
182
$3.23M 0.07%
245,888
-12,308
183
$3.21M 0.07%
21,580
-1,741
184
$3.2M 0.07%
111,861
+18,341
185
$3.17M 0.07%
131,666
-11,700
186
$3.17M 0.07%
103,394
-23,475
187
$3.16M 0.06%
51,172
-117,006
188
$3.15M 0.06%
17,453
+1,611
189
$3.11M 0.06%
54,583
-4,005
190
$3.07M 0.06%
11,225
+702
191
$3.05M 0.06%
41,938
+3,384
192
$3M 0.06%
58,898
-9,555
193
$3M 0.06%
27,797
-2,093
194
$2.98M 0.06%
11,107
-10,471
195
$2.97M 0.06%
+83,320
196
$2.95M 0.06%
7,361
-4,458
197
$2.94M 0.06%
235,071
-5,798
198
$2.93M 0.06%
23,563
+149
199
$2.89M 0.06%
17,076
+15,273
200
$2.84M 0.06%
79,475
+2,314
6 7
8
9 10