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
$11.5B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$330M
2
+$192M
3
+$89.3M
4
AMAT icon
Applied Materials
AMAT
+$84.3M
5
AEP icon
American Electric Power
AEP
+$80.2M

Top Sells

1
+$96.5M
2
+$25.6M
3
+$24.5M
4
NUE icon
Nucor
NUE
+$22.9M
5
PCAR icon
PACCAR
PCAR
+$20.4M

Sector Composition

1 Technology 22.71%
2 Financials 15.87%
3 Healthcare 12.16%
4 Industrials 10.52%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.67M 0.04%
153,471
-645
227
$4.67M 0.04%
+53,652
228
$4.55M 0.04%
+82,200
229
$4.53M 0.04%
10,585
-293
230
$4.5M 0.04%
24,998
-4,475
231
$4.42M 0.04%
62,941
+17,734
232
$4.39M 0.04%
8,913
+533
233
$4.36M 0.04%
73,382
+75
234
$4.29M 0.04%
+27,931
235
$4.26M 0.04%
70,195
+748
236
$4.19M 0.04%
+8,587
237
$4.18M 0.04%
35,750
-459
238
$4.18M 0.04%
+29,796
239
$4.16M 0.04%
309,579
+12,860
240
$4.16M 0.04%
17,030
-688
241
$4.15M 0.04%
109,060
+11,003
242
$4.13M 0.04%
30,354
-6,895
243
$4.11M 0.04%
34,690
+2,179
244
$4.06M 0.04%
12,168
+113
245
$4.02M 0.03%
10,858
+102
246
$3.98M 0.03%
66,841
-1,202
247
$3.91M 0.03%
+123,120
248
$3.88M 0.03%
14,635
-334
249
$3.87M 0.03%
6,712
+2,029
250
$3.82M 0.03%
+186,276
8 9
10
11 12