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
526
$373K ﹤0.01%
1,574
-171
527
$370K ﹤0.01%
+3,606
528
$369K ﹤0.01%
1,173
+58
529
$368K ﹤0.01%
1,311
-53,106
530
$367K ﹤0.01%
1,395
-438
531
$365K ﹤0.01%
13,547
+1,760
532
$364K ﹤0.01%
12,493
+61
533
$358K ﹤0.01%
6,218
-59,266
534
$357K ﹤0.01%
15,846
-6,430
535
$348K ﹤0.01%
610
-740
536
$338K ﹤0.01%
640
+10
537
$337K ﹤0.01%
1,680
-454
538
$335K ﹤0.01%
+13,935
539
$333K ﹤0.01%
741
+3
540
$329K ﹤0.01%
1,490
+69
541
$328K ﹤0.01%
+3,464
542
$325K ﹤0.01%
10,095
-1,660
543
$325K ﹤0.01%
38,047
-1,851
544
$324K ﹤0.01%
2,702
-4,165
545
$321K ﹤0.01%
826
-4,549
546
$320K ﹤0.01%
+24,500
547
$317K ﹤0.01%
7,250
548
$316K ﹤0.01%
+6,322
549
$312K ﹤0.01%
+9,500
550
$310K ﹤0.01%
+2,990
20 21
22
23 24