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
501
$457K ﹤0.01%
19,228
+130
502
$453K ﹤0.01%
4,170
-100
503
$447K ﹤0.01%
14,097
+6
504
$446K ﹤0.01%
5,080
+409
505
$443K ﹤0.01%
18,875
+3,079
506
$442K ﹤0.01%
3,446
+564
507
$433K ﹤0.01%
1,597
-8,188
508
$417K ﹤0.01%
+6,382
509
$410K ﹤0.01%
82,699
+17,447
510
$410K ﹤0.01%
+12,669
511
$409K ﹤0.01%
+9,156
512
$409K ﹤0.01%
+11,031
513
$408K ﹤0.01%
15,597
+779
514
$404K ﹤0.01%
19,069
-928
515
$404K ﹤0.01%
2,882
+5
516
$403K ﹤0.01%
3,384
+133
517
$398K ﹤0.01%
8,322
518
$395K ﹤0.01%
474
-82
519
$391K ﹤0.01%
+4,739
520
$384K ﹤0.01%
1,665
-11,556
521
$380K ﹤0.01%
3,495
+256
522
$378K ﹤0.01%
14,508
-440
523
$376K ﹤0.01%
72,258
+55,705
524
$376K ﹤0.01%
+20,765
525
$374K ﹤0.01%
+33,457
19 20
21
22 23