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
476
$555K ﹤0.01%
534
-24
477
$554K ﹤0.01%
+715
478
$546K ﹤0.01%
14,338
+2,712
479
$544K ﹤0.01%
+9,194
480
$542K ﹤0.01%
+1,620
481
$538K ﹤0.01%
+29,794
482
$538K ﹤0.01%
+4,068
483
$537K ﹤0.01%
6,425
484
$536K ﹤0.01%
3,608
-54
485
$534K ﹤0.01%
10,806
-29,943
486
$533K ﹤0.01%
14,467
487
$525K ﹤0.01%
19,411
-865
488
$524K ﹤0.01%
+10,926
489
$517K ﹤0.01%
2,888
-267
490
$516K ﹤0.01%
10,941
491
$511K ﹤0.01%
+983
492
$509K ﹤0.01%
6,091
+705
493
$506K ﹤0.01%
12,062
-213,127
494
$502K ﹤0.01%
+2,664
495
$493K ﹤0.01%
+7,717
496
$492K ﹤0.01%
9,681
+33
497
$491K ﹤0.01%
+2,444
498
$489K ﹤0.01%
+25,288
499
$483K ﹤0.01%
10,892
+222
500
$474K ﹤0.01%
4,113
+16
18 19
20
21 22