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
426
$316K 0.01%
+25,674
427
$314K 0.01%
7,265
-48,771
428
$311K 0.01%
+16,526
429
$304K 0.01%
24,871
-5,129
430
$304K 0.01%
+1,961
431
$302K 0.01%
+12,765
432
$302K 0.01%
+66,169
433
$297K 0.01%
1,365
-31,991
434
$297K 0.01%
82,371
-7,831
435
$296K 0.01%
2,723
436
$291K 0.01%
12,263
437
$285K 0.01%
+2,985
438
$284K 0.01%
2,410
+92
439
$283K 0.01%
4,052
+241
440
$282K 0.01%
38,888
-2,400
441
$280K 0.01%
89,893
-4,389
442
$279K 0.01%
+23,752
443
$271K 0.01%
773
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444
$265K 0.01%
9,702
-138
445
$257K 0.01%
+5,631
446
$247K 0.01%
3,772
-1,232
447
$247K 0.01%
+27,696
448
$245K 0.01%
24,656
-1,664
449
$243K 0.01%
4,201
-75
450
$232K 0.01%
1,611
-37
16 17
18
19 20