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
326
$2.18M 0.02%
13,675
+8,527
327
$2.18M 0.02%
397,001
+27,890
328
$2.16M 0.02%
12,969
+1,168
329
$2.16M 0.02%
6,516
+2,982
330
$2.16M 0.02%
+49,734
331
$2.16M 0.02%
+92,771
332
$2.14M 0.02%
39,702
+13,967
333
$2.12M 0.02%
+72,921
334
$2.11M 0.02%
59,848
+39,519
335
$2.11M 0.02%
+168,258
336
$2.1M 0.02%
+18,815
337
$2.1M 0.02%
8,905
+732
338
$2.09M 0.02%
+32,904
339
$2.08M 0.02%
19,003
-2,698
340
$2.08M 0.02%
+30,579
341
$2.05M 0.02%
11,511
-6,002
342
$2.04M 0.02%
32,063
+17,347
343
$2.03M 0.02%
52,180
-3,124
344
$1.99M 0.02%
23,252
+1,564
345
$1.97M 0.02%
16,619
-788
346
$1.95M 0.02%
69,531
+5,254
347
$1.92M 0.02%
149,990
+9,074
348
$1.91M 0.02%
42,133
+3,360
349
$1.91M 0.02%
16,491
+307
350
$1.9M 0.02%
60,578
+4,168
12 13
14
15 16