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
326
$837K 0.02%
15,342
-1,760
327
$822K 0.02%
11,834
-3,695
328
$817K 0.02%
24,951
-4,600
329
$815K 0.02%
142,874
+10,196
330
$809K 0.02%
24,933
-2,803
331
$805K 0.02%
+5,748
332
$799K 0.02%
27,754
-2,432
333
$794K 0.02%
12,109
-1,552
334
$792K 0.02%
+10,407
335
$785K 0.02%
+4,432
336
$778K 0.02%
16,035
-1,762
337
$770K 0.02%
+4,774
338
$766K 0.02%
64,028
+3,406
339
$759K 0.02%
873
-413
340
$746K 0.02%
92,574
+933
341
$745K 0.02%
24,082
-36
342
$742K 0.02%
289
-17
343
$742K 0.02%
+41,900
344
$732K 0.02%
+23,047
345
$699K 0.02%
21,854
-924
346
$695K 0.02%
9,152
+759
347
$690K 0.02%
15,213
+1,607
348
$685K 0.02%
+21,815
349
$684K 0.02%
14,198
-1,865
350
$679K 0.02%
10,087
+2,663
12 13
14
15 16