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
276
$1.15M 0.03%
94,155
+3,002
277
$1.14M 0.03%
+45,908
278
$1.13M 0.03%
148,543
-5,408
279
$1.11M 0.03%
+32,788
280
$1.1M 0.03%
+22,692
281
$1.1M 0.03%
73,110
+28,285
282
$1.09M 0.03%
14,546
-1,458
283
$1.07M 0.03%
12,267
-1,205
284
$1.05M 0.03%
15,732
+13,207
285
$1.05M 0.03%
133,096
+44,639
286
$1.03M 0.03%
35,985
-125
287
$1.03M 0.03%
+200,090
288
$1.03M 0.03%
3,215
-667
289
$1.03M 0.03%
5,794
-13,178
290
$1.02M 0.03%
+27,245
291
$1.02M 0.03%
103,704
-169,602
292
$1.02M 0.03%
+93,820
293
$1M 0.02%
35,158
-6,644
294
$1M 0.02%
27,364
-467
295
$995K 0.02%
20,759
-1,249
296
$995K 0.02%
27,822
-3,624
297
$993K 0.02%
+46,201
298
$982K 0.02%
22,098
-3,878
299
$979K 0.02%
+12,322
300
$973K 0.02%
8,792
-932
10 11
12
13 14