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 16.6%
2 Financials 15.9%
3 Healthcare 15.22%
4 Consumer Staples 11.8%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-66,738
552
– –
-68,509
553
– –
-55,577
554
– –
-42,940
555
– –
-8,489
556
– –
-47,577
557
– –
-2,059
558
– –
-27,986
559
– –
-16,554
560
– –
-7,770
561
– –
-110,029
562
– –
-40,170
563
– –
-34,313
564
– –
-17,591
565
– –
-136,322
566
– –
-76,918
567
– –
-22,880
568
– –
-12,460
569
– –
-39,632
570
– –
-14,270
571
– –
-9,710
572
– –
-12,331
573
– –
-104,147
574
– –
-23,885
575
– –
-81,652
21 22
23
24 25