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
401
$1.07M 0.01%
2,786
+18
402
$1.05M 0.01%
12,505
-2,314
403
$1.01M 0.01%
5,840
+2,813
404
$999K 0.01%
18,978
+2,379
405
$989K 0.01%
56,191
+6,947
406
$958K 0.01%
+31,887
407
$957K 0.01%
+15,792
408
$946K 0.01%
475,575
+11,320
409
$936K 0.01%
34,529
-29,911
410
$933K 0.01%
2,235
+413
411
$931K 0.01%
+41,569
412
$929K 0.01%
24,173
413
$921K 0.01%
124,157
+7,385
414
$917K 0.01%
4,633
+1,498
415
$914K 0.01%
+120,779
416
$902K 0.01%
9,350
-110
417
$886K 0.01%
13,858
+37
418
$883K 0.01%
15,631
+197
419
$883K 0.01%
239,837
+21,855
420
$881K 0.01%
+155,168
421
$867K 0.01%
4,969
-485
422
$864K 0.01%
1,746
+347
423
$860K 0.01%
+151,450
424
$858K 0.01%
3,166
+217
425
$848K 0.01%
2,926
+7
15 16
17
18 19