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
301
$2.55M 0.02%
19,562
-306
302
$2.54M 0.02%
21,610
+1,373
303
$2.52M 0.02%
+26,339
304
$2.51M 0.02%
49,345
-1,127
305
$2.5M 0.02%
67,367
+7,294
306
$2.49M 0.02%
331,865
+68,749
307
$2.45M 0.02%
+95,571
308
$2.43M 0.02%
80,302
-361
309
$2.41M 0.02%
296,121
+18,677
310
$2.37M 0.02%
11,228
-104
311
$2.37M 0.02%
8,362
+1,264
312
$2.35M 0.02%
28,170
+1,264
313
$2.35M 0.02%
102,713
+6,903
314
$2.32M 0.02%
7,108
-614
315
$2.32M 0.02%
41,626
+4,761
316
$2.31M 0.02%
13,482
+390
317
$2.3M 0.02%
56,830
+1,659
318
$2.26M 0.02%
15,864
+1,481
319
$2.24M 0.02%
197,736
-7,042
320
$2.23M 0.02%
39,163
-370
321
$2.21M 0.02%
+69,347
322
$2.21M 0.02%
89,827
+8,029
323
$2.2M 0.02%
17,337
-1,016
324
$2.2M 0.02%
+109,260
325
$2.19M 0.02%
45,820
+4,844
11 12
13
14 15