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
426
$836K 0.01%
+5,240
427
$833K 0.01%
33,027
+3,956
428
$826K 0.01%
1,887
+994
429
$822K 0.01%
3,335
+632
430
$793K 0.01%
8,021
-271
431
$790K 0.01%
31,572
+21,979
432
$787K 0.01%
1,342
-49
433
$781K 0.01%
1,470
+51
434
$776K 0.01%
12,961
+575
435
$769K 0.01%
2,375
+905
436
$765K 0.01%
2,089
-322
437
$763K 0.01%
25,883
+484
438
$758K 0.01%
15,640
-1,793
439
$754K 0.01%
7,862
+1,137
440
$747K 0.01%
384
+16
441
$740K 0.01%
15,469
+9
442
$723K 0.01%
3,484
+170
443
$723K 0.01%
1,918
+72
444
$712K 0.01%
18,948
+1,044
445
$702K 0.01%
+16,725
446
$701K 0.01%
49,669
+8,959
447
$693K 0.01%
13,749
-208
448
$693K 0.01%
+6,425
449
$687K 0.01%
4,323
+2,240
450
$685K 0.01%
6,573
-197
16 17
18
19 20