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
451
$682K 0.01%
11,396
-1,388
452
$679K 0.01%
7,266
+3,007
453
$675K 0.01%
9,162
-1,548
454
$663K 0.01%
83,448
+7,334
455
$661K 0.01%
17,734
+5,259
456
$655K 0.01%
29,951
457
$648K 0.01%
15,861
-5,282
458
$648K 0.01%
+67,643
459
$648K 0.01%
12,899
460
$645K 0.01%
+30,260
461
$634K 0.01%
17,673
+643
462
$632K 0.01%
+50,723
463
$631K 0.01%
+27,701
464
$617K 0.01%
2,900
-2,350
465
$612K 0.01%
2,948
-29,602
466
$610K 0.01%
+9,734
467
$610K 0.01%
11,003
+49
468
$604K 0.01%
36,078
+1,735
469
$603K 0.01%
6,266
-259
470
$599K 0.01%
21,246
+3,216
471
$597K 0.01%
16,190
-1,139
472
$591K 0.01%
7,056
-384
473
$573K 0.01%
4,246
+600
474
$573K 0.01%
+19,426
475
$559K ﹤0.01%
+3,776
17 18
19
20 21