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
$4.08B
AUM Growth
-$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$27.5M
3
+$25.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$9.76M
5
AMAT icon
Applied Materials
AMAT
+$8.44M

Top Sells

1
+$41.2M
2
+$34.9M
3
+$12.3M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$9.38M
5
CCI icon
Crown Castle
CCI
+$8.87M

Sector Composition

1 Technology 16.61%
2 Financials 15.9%
3 Healthcare 15.22%
4 Consumer Staples 11.8%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.56M 0.04%
65,363
-3,249
227
$1.55M 0.04%
20,334
-2,457
228
$1.55M 0.04%
21,594
-4,263
229
$1.53M 0.04%
76,800
-241
230
$1.53M 0.04%
10,608
+2,052
231
$1.53M 0.04%
48,109
-8,266
232
$1.51M 0.04%
6,251
-71
233
$1.49M 0.04%
54,532
-5,514
234
$1.48M 0.04%
23,716
+8,060
235
$1.48M 0.04%
9,900
-1,031
236
$1.47M 0.04%
14,410
+209
237
$1.47M 0.04%
107,765
+3,855
238
$1.47M 0.04%
84,437
-7,155
239
$1.46M 0.04%
113,034
-5,272
240
$1.46M 0.04%
85,244
-2,316
241
$1.46M 0.04%
26,756
+989
242
$1.45M 0.04%
14,562
-670
243
$1.43M 0.04%
134,720
-112,210
244
$1.38M 0.03%
20,716
-2,335
245
$1.36M 0.03%
+42,689
246
$1.36M 0.03%
13,257
+633
247
$1.34M 0.03%
77,451
+12,160
248
$1.34M 0.03%
86,591
-254,398
249
$1.33M 0.03%
+86,612
250
$1.32M 0.03%
208,323
-5,346
8 9
10
11 12