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
176
$3.7M 0.07%
+182,469
177
$3.68M 0.07%
76,067
+1,391
178
$3.61M 0.07%
3,154
+1,589
179
$3.6M 0.07%
15,517
-2,816
180
$3.56M 0.07%
10,931
-8,916
181
$3.51M 0.07%
144,420
-10,686
182
$3.5M 0.07%
106,456
-2,741
183
$3.49M 0.07%
2,343
+405
184
$3.48M 0.07%
40,910
+2,766
185
$3.44M 0.06%
40,085
+1,127
186
$3.4M 0.06%
39,428
-1,909
187
$3.34M 0.06%
18,497
+744
188
$3.34M 0.06%
+56,036
189
$3.31M 0.06%
23,539
+11,314
190
$3.27M 0.06%
62,043
+4,804
191
$3.22M 0.06%
+86,839
192
$3.21M 0.06%
4,018
-507
193
$3.21M 0.06%
18,029
+315
194
$3.13M 0.06%
124,786
+1,080
195
$3.11M 0.06%
91,348
-21,168
196
$3.1M 0.06%
76,896
+60,331
197
$3.09M 0.06%
94,987
-5,057
198
$3.04M 0.06%
+34,471
199
$3.03M 0.06%
213,669
-10,061
200
$3M 0.06%
56,919
+1,197
6 7
8
9 10