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
251
$3.79M 0.03%
28,845
-377
252
$3.77M 0.03%
+479,180
253
$3.76M 0.03%
25,130
-513
254
$3.73M 0.03%
45,475
+1,099
255
$3.69M 0.03%
32,995
-613
256
$3.69M 0.03%
203,395
+9,226
257
$3.68M 0.03%
351,929
-8,378
258
$3.65M 0.03%
22,419
+1,535
259
$3.62M 0.03%
+117,273
260
$3.6M 0.03%
40,668
-974
261
$3.54M 0.03%
26,558
-296
262
$3.54M 0.03%
19,464
-503
263
$3.51M 0.03%
43,073
-76,599
264
$3.48M 0.03%
153,768
+25,530
265
$3.39M 0.03%
58,880
-1,611
266
$3.39M 0.03%
+51,916
267
$3.38M 0.03%
8,650
+1,795
268
$3.37M 0.03%
+15,444
269
$3.37M 0.03%
20,534
-349
270
$3.35M 0.03%
20,127
+1,980
271
$3.24M 0.03%
31,353
-539
272
$3.23M 0.03%
6,123
+872
273
$3.19M 0.03%
8,511
-1,142
274
$3.19M 0.03%
37,392
+3,472
275
$3.15M 0.03%
176,832
+14,200
9 10
11
12 13