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
351
$1.78M 0.02%
8,026
+484
352
$1.78M 0.02%
7,326
+1,613
353
$1.77M 0.02%
8,906
+3,340
354
$1.76M 0.02%
7,798
+342
355
$1.76M 0.02%
9,047
+637
356
$1.73M 0.02%
16,843
+1,241
357
$1.73M 0.02%
128,893
+7,869
358
$1.73M 0.02%
7,756
-15,949
359
$1.72M 0.01%
9,447
+504
360
$1.72M 0.01%
28,002
-349
361
$1.71M 0.01%
+64,567
362
$1.7M 0.01%
+15,622
363
$1.69M 0.01%
33,578
+5,453
364
$1.69M 0.01%
58,617
+3,694
365
$1.68M 0.01%
3,247
+401
366
$1.68M 0.01%
35,856
-10,024
367
$1.67M 0.01%
43,607
+4,092
368
$1.66M 0.01%
+39,270
369
$1.65M 0.01%
48,824
+16,160
370
$1.64M 0.01%
26,405
-25,099
371
$1.61M 0.01%
+10,236
372
$1.61M 0.01%
+35,605
373
$1.56M 0.01%
+13,645
374
$1.46M 0.01%
18,317
+650
375
$1.46M 0.01%
11,333
+1,413
13 14
15
16 17