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
351
$656K 0.02%
7,772
-126
352
$656K 0.02%
+22,670
353
$654K 0.02%
+44,891
354
$646K 0.02%
29,033
-554
355
$637K 0.02%
+25,532
356
$631K 0.02%
+54,822
357
$630K 0.02%
16,130
+5,486
358
$626K 0.02%
29,713
-5,239
359
$625K 0.02%
+8,376
360
$624K 0.02%
31,976
-300
361
$617K 0.02%
11,457
-1,117
362
$610K 0.02%
40,066
-666
363
$608K 0.01%
15,139
-2,257
364
$606K 0.01%
9,772
-619
365
$604K 0.01%
+9,045
366
$601K 0.01%
+21,064
367
$596K 0.01%
+247,635
368
$593K 0.01%
+73,982
369
$588K 0.01%
9,353
-1,199
370
$584K 0.01%
43,465
371
$580K 0.01%
139,067
-10,622
372
$578K 0.01%
+810,583
373
$570K 0.01%
25,094
374
$570K 0.01%
+20,904
375
$568K 0.01%
38,554
+12,328
13 14
15
16 17