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
401
$415K 0.01%
42,171
402
$414K 0.01%
6,876
-568
403
$407K 0.01%
+35,000
404
$404K 0.01%
+2,868
405
$396K 0.01%
26,969
-3,737
406
$396K 0.01%
20,265
-834
407
$393K 0.01%
15,573
-1,701
408
$386K 0.01%
40,678
-2,486
409
$383K 0.01%
+2,969
410
$381K 0.01%
17,371
-5,252
411
$377K 0.01%
2,281
-343
412
$375K 0.01%
+17,488
413
$374K 0.01%
9,493
-1,157
414
$372K 0.01%
+59,847
415
$371K 0.01%
+20,501
416
$370K 0.01%
19,400
-9,615
417
$367K 0.01%
8,552
+2,608
418
$358K 0.01%
+22,270
419
$348K 0.01%
11,502
-10,023
420
$345K 0.01%
+104,549
421
$338K 0.01%
6,318
-35,364
422
$338K 0.01%
4,322
-36,588
423
$333K 0.01%
+102,321
424
$330K 0.01%
14,827
+4,090
425
$323K 0.01%
21,873
-861
15 16
17
18 19