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
26
$109M 0.95%
358,196
+34,025
27
$107M 0.93%
629,532
+141,282
28
$107M 0.93%
883,408
+84,668
29
$104M 0.9%
1,958,913
+54,940
30
$101M 0.88%
113,955
+10,211
31
$101M 0.87%
592,257
+21,792
32
$99.1M 0.86%
2,207,024
+210,087
33
$95.4M 0.83%
315,643
+32,064
34
$89.3M 0.78%
+2,251,321
35
$88.3M 0.77%
399,553
+116,668
36
$88.2M 0.76%
1,226,702
+18,854
37
$87M 0.75%
148,805
+40,812
38
$84.3M 0.73%
+417,349
39
$80.4M 0.7%
1,133,230
+87,950
40
$80.2M 0.7%
1,468,392
+142,126
41
$80.2M 0.7%
+781,749
42
$80M 0.69%
432,606
+45,547
43
$78.2M 0.68%
772,620
+24,312
44
$74.5M 0.65%
1,737,866
+158,067
45
$74.2M 0.64%
283,460
-1,879
46
$71.9M 0.62%
1,571,527
+137,463
47
$70.9M 0.62%
3,210,327
+306,966
48
$69.1M 0.6%
2,389,138
+235,243
49
$69.1M 0.6%
3,140,620
+305,804
50
$68.5M 0.59%
+600,676
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