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
201
$2.88M 0.06%
95,713
-7,681
202
$2.88M 0.06%
17,753
+677
203
$2.85M 0.06%
49,972
-4,611
204
$2.84M 0.06%
13,668
+1,039
205
$2.83M 0.06%
17,714
-410
206
$2.81M 0.06%
223,730
-22,158
207
$2.79M 0.06%
+14,302
208
$2.71M 0.05%
28,153
-919
209
$2.71M 0.05%
70,884
-38,320
210
$2.67M 0.05%
190,001
-45,070
211
$2.66M 0.05%
158,939
+6,212
212
$2.65M 0.05%
70,262
-5,218
213
$2.64M 0.05%
19,098
+11,602
214
$2.64M 0.05%
100,044
-5,421
215
$2.62M 0.05%
+123,706
216
$2.61M 0.05%
54,519
+3,389
217
$2.6M 0.05%
55,722
+3,261
218
$2.6M 0.05%
+21,840
219
$2.55M 0.05%
25,355
-2,442
220
$2.54M 0.05%
20,620
+1,604
221
$2.52M 0.05%
84,006
+3,357
222
$2.52M 0.05%
74,011
+2,490
223
$2.5M 0.05%
35,619
+2,080
224
$2.46M 0.05%
13,019
+19
225
$2.46M 0.05%
29,968
+1,776
7 8
9
10 11