ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
26
$45.9M 1.13%
1,038,395
+104,955
27
$45M 1.1%
438,633
-2,964
28
$44.4M 1.09%
492,273
-4,680
29
$44.2M 1.08%
453,740
-4,960
30
$43.2M 1.06%
1,254,294
-4,666
31
$43.2M 1.06%
1,503,615
+2,947
32
$41.9M 1.03%
2,413,477
+177,747
33
$40.6M 0.99%
504,716
-1,202
34
$40.4M 0.99%
202,421
-1,174
35
$40.3M 0.99%
538,739
+28,364
36
$40.2M 0.99%
803,625
-9,168
37
$39.1M 0.96%
1,277,696
-200
38
$37.6M 0.92%
633,592
+573,416
39
$37.2M 0.91%
456,080
-115,050
40
$36.4M 0.89%
697,849
+5,645
41
$35.6M 0.87%
937,294
+60,916
42
$35.4M 0.87%
464,810
+18,537
43
$34.8M 0.85%
598,300
-12,660
44
$33.7M 0.83%
1,589,539
+427
45
$32.9M 0.81%
961,090
-5,320
46
$32.6M 0.8%
2,344,617
-18,128
47
$28.5M 0.7%
737,106
+26,375
48
$28.2M 0.69%
1,392,765
-9,440
49
$27.5M 0.67%
+483,397
50
$27.1M 0.66%
2,612,361
+1,920
1
2
3 4 5