ZIM
Zacks Investment Management Portfolio holdings
AUM
$12.6B
1-Year Est. Return
26.15%
1 Year Est. Return
+26.15%
AUM
$11.7B
AUM Growth
+$979M
(+9.1%)
Holding
789
Top Buys
| 1 | +$63.4M | |
| 2 | +$51.4M | |
| 3 | +$34.2M | |
| 4 |
Amphenol
APH
|
+$32.6M |
| 5 |
Lam Research
LRCX
|
+$21.2M |
Top Sells
| 1 | +$31M | |
| 2 | +$30.1M | |
| 3 | +$29.5M | |
| 4 |
Microsoft
MSFT
|
+$24M |
| 5 |
Ford
F
|
+$22.2M |
Sector Composition
| 1 | Technology | 24.43% |
| 2 | Financials | 17.17% |
| 3 | Industrials | 11.1% |
| 4 | Healthcare | 10.4% |
| 5 | Communication Services | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Qualcomm
QCOM
$187B
| $98.7M | 0.84% |
619,627
+68,938
|
|
||
27
McDonald's
MCD
$219B
| $96.5M | 0.83% |
330,220
+1,864
|
|
||
28
Arthur J. Gallagher & Co
AJG
$63B
| $95.7M | 0.82% |
299,068
+3,407
|
|
||
29
Prudential Financial
PRU
$38.3B
| $92.4M | 0.79% |
859,711
+9,688
|
|
||
30
Verizon
VZ
$171B
| $90M | 0.77% |
2,080,894
+54,088
|
|
||
31
Coca-Cola
KO
$305B
| $89.3M | 0.76% |
1,261,838
+33,630
|
|
||
32
Tesla
TSLA
$1.49T
| $87.2M | 0.75% |
274,582
+2,803
|
|
||
33
Kinder Morgan
KMI
$60.4B
| $87.2M | 0.75% |
2,966,383
+33,269
|
|
||
34
Eli Lilly
LLY
$925B
| $85.3M | 0.73% |
109,454
+770
|
|
||
35
General Dynamics
GD
$91.3B
| $85.3M | 0.73% |
292,374
+1,456
|
|
||
36
AT&T
T
$180B
| $84.8M | 0.73% |
2,931,574
+228,627
|
|
||
37
Wells Fargo
WFC
$280B
| $83.9M | 0.72% |
1,047,500
+4,011
|
|
||
38
PepsiCo
PEP
$202B
| $81.4M | 0.7% |
616,184
+2,472
|
|
||
39
American Electric Power
AEP
$63.1B
| $80.5M | 0.69% |
775,752
+8,226
|
|
||
40
Merck
MRK
$254B
| $80.2M | 0.69% |
1,013,163
-1,149
|
|
||
41
Bank of New York Mellon
BK
$78.9B
| $79.6M | 0.68% |
873,199
+15,337
|
|
||
42
Spotify
SPOT
$115B
| $77.4M | 0.66% |
100,839
-163
|
|
||
43
Emcor
EME
$27.4B
| $76.2M | 0.65% |
142,513
+5,057
|
|
||
44
iShares Core US Aggregate Bond ETF
AGG
$135B
| $75.6M | 0.65% |
761,767
-18,195
|
|
||
45
Abbott
ABT
$218B
| $75.2M | 0.64% |
552,883
+4,519
|
|
||
46
PNC Financial Services
PNC
$77.6B
| $74.5M | 0.64% |
399,642
+3,805
|
|
||
47
Johnson Controls International
JCI
$69.8B
| $68.1M | 0.58% |
644,754
+6,969
|
|
||
48
Accenture
ACN
$169B
| $66.7M | 0.57% |
223,077
+114,470
|
|
||
49
Fifth Third Bancorp
FITB
$29.7B
| $66.4M | 0.57% |
1,615,228
+13,924
|
|
||
50
US Bancorp
USB
$79.2B
| $66.4M | 0.57% |
1,466,785
+13,488
|
|