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
$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
526
– –
-9,310
527
– –
-14,708
528
– –
-3,583
529
– –
-57,462
530
– –
-115,968
531
– –
-23,072
532
– –
-4,320
533
– –
-1,905
534
– –
-20,433
535
– –
-40,651
536
– –
-52,269
537
– –
-4,048
538
– –
-37,787
539
– –
-10,222
540
– –
-5,398
541
– –
-20,574
542
– –
-45,456
543
– –
-2,229
544
– –
-66,738
545
– –
-68,509
546
– –
-55,577
547
– –
-42,940
548
– –
-8,489
549
– –
-47,577
550
– –
-8,821
20 21
22
23 24