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
301
$966K 0.02%
24,000
-6,491
302
$964K 0.02%
+19,083
303
$956K 0.02%
211,410
-15,674
304
$955K 0.02%
14,722
-9,604
305
$946K 0.02%
15,924
-5,317
306
$940K 0.02%
11,913
-1,154
307
$929K 0.02%
22,496
-3,243
308
$926K 0.02%
100,000
-16,566
309
$922K 0.02%
10,531
-10,589
310
$916K 0.02%
+43,767
311
$910K 0.02%
10,961
-7,394
312
$892K 0.02%
152,025
-6,404
313
$890K 0.02%
16,993
-7,063
314
$880K 0.02%
+12,817
315
$876K 0.02%
17,310
-1,449
316
$872K 0.02%
+19,119
317
$867K 0.02%
12,819
-1,423
318
$867K 0.02%
41,766
-6,154
319
$864K 0.02%
9,352
-1,110
320
$861K 0.02%
25,723
+14,870
321
$861K 0.02%
+29,358
322
$856K 0.02%
65,400
-9,200
323
$856K 0.02%
14,772
+7,077
324
$846K 0.02%
37,748
-6,421
325
$841K 0.02%
25,184
+10,189
11 12
13
14 15