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
201
$4.13M 0.07%
135,452
+5,149
202
$4.12M 0.07%
290,573
+6,528
203
$4.09M 0.06%
14,998
+854
204
$4.08M 0.06%
19,935
+8,578
205
$4.05M 0.06%
108,743
+53,510
206
$3.97M 0.06%
48,760
+1,410
207
$3.94M 0.06%
13,690
-11,985
208
$3.83M 0.06%
+20,664
209
$3.82M 0.06%
87,129
+1,318
210
$3.77M 0.06%
67,482
+2,264
211
$3.7M 0.06%
100,969
+6,325
212
$3.69M 0.06%
20,292
+1,656
213
$3.65M 0.06%
31,839
+964
214
$3.61M 0.06%
51,212
+27,498
215
$3.59M 0.06%
27,867
+2,415
216
$3.58M 0.06%
70,203
+1,269
217
$3.56M 0.06%
11,473
-333
218
$3.49M 0.06%
96,064
+1,218
219
$3.42M 0.05%
+13,627
220
$3.42M 0.05%
61,782
+1,646
221
$3.41M 0.05%
44,486
+1,592
222
$3.38M 0.05%
37,121
+9,464
223
$3.38M 0.05%
22,596
+1,542
224
$3.34M 0.05%
32,620
+832
225
$3.34M 0.05%
53,943
+885
7 8
9
10 11