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
551
$303K ﹤0.01%
375
+1
552
$302K ﹤0.01%
14,771
-790,168
553
$302K ﹤0.01%
2,627
+127
554
$300K ﹤0.01%
4,488
-24,918
555
$298K ﹤0.01%
18,988
+2,420
556
$297K ﹤0.01%
1,825
+402
557
$297K ﹤0.01%
5,944
+60
558
$292K ﹤0.01%
330
-49
559
$291K ﹤0.01%
4,957
+19
560
$289K ﹤0.01%
5,679
561
$288K ﹤0.01%
6,422
-2,417
562
$285K ﹤0.01%
+1,659
563
$283K ﹤0.01%
+9,944
564
$281K ﹤0.01%
2,922
-530
565
$280K ﹤0.01%
25,316
-4,530
566
$278K ﹤0.01%
5,158
+578
567
$277K ﹤0.01%
+2,085
568
$276K ﹤0.01%
859
+12
569
$275K ﹤0.01%
577
+92
570
$275K ﹤0.01%
6,662
+557
571
$274K ﹤0.01%
1,038
+78
572
$274K ﹤0.01%
+12,158
573
$273K ﹤0.01%
+4,840
574
$271K ﹤0.01%
181
575
$271K ﹤0.01%
2,062
-21,078
21 22
23
24 25