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
201
$3M 0.06%
28,531
-2,740
202
$3M 0.06%
18,972
-1,065
203
$2.99M 0.06%
+68,612
204
$2.98M 0.06%
118,306
-20,362
205
$2.97M 0.06%
39,558
-1,662
206
$2.94M 0.06%
98,450
-5,849
207
$2.93M 0.06%
89,692
-6,021
208
$2.9M 0.05%
90,008
-7,276
209
$2.89M 0.05%
41,682
+34,155
210
$2.89M 0.05%
13,588
+569
211
$2.78M 0.05%
54,615
-20,121
212
$2.76M 0.05%
+73,514
213
$2.75M 0.05%
27,469
-2,042
214
$2.73M 0.05%
77,041
+3,030
215
$2.73M 0.05%
30,602
+634
216
$2.73M 0.05%
13,498
-804
217
$2.72M 0.05%
187,032
-2,969
218
$2.68M 0.05%
11,852
-1,816
219
$2.68M 0.05%
65,937
-4,325
220
$2.67M 0.05%
25,857
-2,296
221
$2.67M 0.05%
48,087
+15
222
$2.64M 0.05%
84,907
+901
223
$2.61M 0.05%
+97,567
224
$2.57M 0.05%
42,126
+5,006
225
$2.56M 0.05%
+76,918
7 8
9
10 11