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
376
$567K 0.01%
27,713
-578
377
$560K 0.01%
10,123
-21,886
378
$549K 0.01%
41,062
379
$548K 0.01%
+79,370
380
$534K 0.01%
+28,213
381
$531K 0.01%
9,463
+1,288
382
$530K 0.01%
35,944
-10,596
383
$527K 0.01%
+468,296
384
$519K 0.01%
11,054
-11,584
385
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6,323
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386
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387
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388
$471K 0.01%
3,129
-36,284
389
$465K 0.01%
13,109
+5
390
$459K 0.01%
22,202
+2,621
391
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+7,293
392
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393
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32,692
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394
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5,543
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395
$431K 0.01%
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396
$430K 0.01%
20,265
-13
397
$424K 0.01%
+14,906
398
$423K 0.01%
+13,442
399
$417K 0.01%
3,813
400
$416K 0.01%
12,599
-17
14 15
16
17 18