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
276
$3.15M 0.03%
+12,990
277
$3.15M 0.03%
7,564
+764
278
$3.11M 0.03%
74,956
+1,855
279
$3.11M 0.03%
200,244
-2,781
280
$3.05M 0.03%
+128,861
281
$3.03M 0.03%
+21,640
282
$3.03M 0.03%
10,733
+4,946
283
$3.02M 0.03%
136,936
-85
284
$2.98M 0.03%
79,569
+169
285
$2.96M 0.03%
+26,818
286
$2.95M 0.03%
14,255
+670
287
$2.92M 0.03%
+22,424
288
$2.9M 0.03%
39,064
-942
289
$2.89M 0.03%
87,249
+2,431
290
$2.87M 0.02%
+55,596
291
$2.82M 0.02%
+97,590
292
$2.79M 0.02%
+12,200
293
$2.79M 0.02%
+226,105
294
$2.78M 0.02%
6,180
-1,842
295
$2.73M 0.02%
13,308
-3,416
296
$2.69M 0.02%
+17,140
297
$2.68M 0.02%
310,800
+42,054
298
$2.62M 0.02%
378,415
+297,938
299
$2.58M 0.02%
50,900
+755
300
$2.57M 0.02%
31,456
+3,059
10 11
12
13 14