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
176
$3.62M 0.07%
973
+730
177
$3.61M 0.07%
4,525
+704
178
$3.56M 0.07%
41,337
-3,336
179
$3.56M 0.07%
355,978
-63,469
180
$3.53M 0.07%
18,333
+880
181
$3.51M 0.07%
74,676
+4,105
182
$3.49M 0.07%
120,282
-11,384
183
$3.42M 0.07%
+112,516
184
$3.28M 0.07%
+74,736
185
$3.26M 0.07%
38,144
+1,854
186
$3.2M 0.06%
+201,857
187
$3.19M 0.06%
97,284
+16,325
188
$3.17M 0.06%
29,511
+12,022
189
$3.17M 0.06%
138,668
-12,378
190
$3.13M 0.06%
22,544
+6,740
191
$3.02M 0.06%
57,239
+2,991
192
$3.02M 0.06%
+136,916
193
$3.01M 0.06%
104,299
-7,562
194
$3.01M 0.06%
38,958
+1,325
195
$3M 0.06%
104,110
-5,709
196
$2.98M 0.06%
20,037
-1,543
197
$2.97M 0.06%
24,105
+451
198
$2.92M 0.06%
17,955
-964
199
$2.92M 0.06%
85,754
+2,434
200
$2.92M 0.06%
23,702
+139
6 7
8
9 10