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
451
$228K 0.01%
+1,753
452
$225K 0.01%
14,463
+612
453
$223K 0.01%
+9,978
454
$220K 0.01%
13,607
-52,833
455
$216K 0.01%
20,938
-4,085
456
$214K 0.01%
+5,140
457
$213K 0.01%
+28,310
458
$213K 0.01%
+6,403
459
$210K 0.01%
+3,196
460
$205K 0.01%
+4,882
461
$203K 0.01%
786
+5
462
$201K ﹤0.01%
+2,836
463
$201K ﹤0.01%
12,370
464
$199K ﹤0.01%
16,210
-4,755
465
$198K ﹤0.01%
15,338
-1,794
466
$197K ﹤0.01%
+26,712
467
$191K ﹤0.01%
11,459
-2,166
468
$188K ﹤0.01%
19,219
469
$167K ﹤0.01%
+19,580
470
$165K ﹤0.01%
+12,024
471
$158K ﹤0.01%
13,617
-51,118
472
$156K ﹤0.01%
23,100
-157
473
$153K ﹤0.01%
+10,177
474
$147K ﹤0.01%
8,574
+1,232
475
$140K ﹤0.01%
760,969
+371,997
17 18
19
20 21