ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
1
$139M 2.79%
1,002,854
+23,386
2
$121M 2.43%
523,377
+10,194
3
$115M 2.31%
925,893
+27,574
4
$97.1M 1.95%
2,455,419
+56,151
5
$93.7M 1.88%
795,828
+19,467
6
$91.8M 1.84%
669,254
+12,049
7
$90.1M 1.81%
759,470
+16,806
8
$86.4M 1.73%
1,749,443
-290,091
9
$82.6M 1.65%
638,102
+14,404
10
$82.3M 1.65%
1,024,037
+19,965
11
$82.2M 1.65%
1,362,087
+31,067
12
$76.2M 1.53%
2,666,010
+56,553
13
$76M 1.52%
547,075
+11,042
14
$75.3M 1.51%
1,493,496
+33,724
15
$73.8M 1.48%
1,432,679
+28,769
16
$69.5M 1.39%
2,038,902
+48,890
17
$69M 1.38%
610,064
+11,375
18
$68.9M 1.38%
1,244,537
+30,655
19
$66M 1.32%
934,807
+23,264
20
$64.7M 1.3%
440,142
+11,547
21
$62.6M 1.25%
695,455
+18,384
22
$61.6M 1.23%
997,256
+18,751
23
$60.2M 1.21%
1,277,298
+29,767
24
$58.6M 1.17%
625,266
-20,671
25
$56.7M 1.14%
145,291
+7,952
1
2 3 4 5