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
176
$5.31M 0.08%
+149,728
177
$5.3M 0.08%
34,103
+943
178
$5.29M 0.08%
+46,594
179
$5.22M 0.08%
63,368
+12,900
180
$5.2M 0.08%
+141,964
181
$5.2M 0.08%
61,880
+1,027
182
$5.16M 0.08%
17,849
+403
183
$5.16M 0.08%
49,641
+1,603
184
$5.12M 0.08%
45,024
+1,809
185
$4.94M 0.08%
100,021
+7,916
186
$4.83M 0.08%
+73,189
187
$4.8M 0.08%
147,485
+4,104
188
$4.66M 0.07%
42,918
+641
189
$4.63M 0.07%
37,814
+697
190
$4.6M 0.07%
26,257
+905
191
$4.57M 0.07%
27,970
-2,945
192
$4.53M 0.07%
23,695
+509
193
$4.5M 0.07%
38,698
+984
194
$4.45M 0.07%
18,340
+1,241
195
$4.4M 0.07%
+200,488
196
$4.4M 0.07%
40,330
+4,760
197
$4.4M 0.07%
136,424
+54,534
198
$4.38M 0.07%
140,065
+234
199
$4.21M 0.07%
69,948
+2,031
200
$4.15M 0.07%
82,195
-7,813
6 7
8
9 10