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
376
$1.45M 0.01%
+516,601
377
$1.44M 0.01%
39,585
+10,784
378
$1.38M 0.01%
+48,923
379
$1.37M 0.01%
14,874
+1,284
380
$1.37M 0.01%
13,217
-3,789
381
$1.36M 0.01%
16,921
+1,740
382
$1.36M 0.01%
7,820
-180
383
$1.35M 0.01%
154,701
+14,072
384
$1.32M 0.01%
+38,474
385
$1.32M 0.01%
24,938
+12
386
$1.27M 0.01%
+189,819
387
$1.26M 0.01%
+39,070
388
$1.26M 0.01%
+37,121
389
$1.25M 0.01%
17,802
-3,771
390
$1.22M 0.01%
45,645
+132
391
$1.21M 0.01%
+52,487
392
$1.14M 0.01%
21,951
-752
393
$1.13M 0.01%
+43,270
394
$1.12M 0.01%
+32,995
395
$1.12M 0.01%
30,906
-874
396
$1.1M 0.01%
52,067
+37,182
397
$1.09M 0.01%
12,393
+997
398
$1.09M 0.01%
10,281
+2,145
399
$1.09M 0.01%
13,360
+8,030
400
$1.08M 0.01%
96,243
+7,938
14 15
16
17 18