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
251
$1.32M 0.03%
28,657
-28,098
252
$1.31M 0.03%
+63,335
253
$1.31M 0.03%
+42,724
254
$1.3M 0.03%
10,894
-2,012
255
$1.3M 0.03%
31,624
-2,595
256
$1.3M 0.03%
177,389
+13,029
257
$1.29M 0.03%
41,246
+1,277
258
$1.28M 0.03%
124,046
+47,132
259
$1.28M 0.03%
24,938
-5,664
260
$1.27M 0.03%
+21,639
261
$1.27M 0.03%
+6,961
262
$1.26M 0.03%
62,012
+33,785
263
$1.26M 0.03%
15,880
+76
264
$1.25M 0.03%
66,251
+28,889
265
$1.24M 0.03%
+18,488
266
$1.24M 0.03%
126,181
+1,395
267
$1.24M 0.03%
39,594
-3,040
268
$1.23M 0.03%
24,553
+4,156
269
$1.21M 0.03%
+16,463
270
$1.21M 0.03%
26,651
+21,857
271
$1.21M 0.03%
55,280
-2,219
272
$1.2M 0.03%
74,039
+13,089
273
$1.19M 0.03%
35,969
+12,172
274
$1.18M 0.03%
+83,293
275
$1.18M 0.03%
+37,740
9 10
11
12 13