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
201
$2.83M 0.06%
75,480
-1,979
202
$2.79M 0.06%
60,598
+3,015
203
$2.79M 0.06%
54,490
-1,730
204
$2.78M 0.06%
+82,199
205
$2.77M 0.06%
105,465
-3,570
206
$2.76M 0.06%
2,360
-43
207
$2.75M 0.06%
36,290
-3,336
208
$2.75M 0.06%
71,521
+5,319
209
$2.74M 0.06%
152,727
+30,834
210
$2.69M 0.06%
12,629
-2,221
211
$2.69M 0.06%
28,575
+127
212
$2.69M 0.06%
25,926
+1,620
213
$2.68M 0.05%
38,632
-76,564
214
$2.68M 0.05%
37,633
+14,660
215
$2.67M 0.05%
10,594
-2,356
216
$2.65M 0.05%
32,273
-210
217
$2.65M 0.05%
49,869
-32,136
218
$2.63M 0.05%
58,257
-101
219
$2.63M 0.05%
23,654
+152
220
$2.62M 0.05%
+91,258
221
$2.62M 0.05%
+28,655
222
$2.6M 0.05%
+3,821
223
$2.58M 0.05%
24,687
+644
224
$2.58M 0.05%
25,730
+1,835
225
$2.51M 0.05%
52,461
+3,003
7 8
9
10 11