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
576
– –
-41,385
577
– –
-671
578
– –
-120,086
579
– –
-4,789
580
– –
-1,728
581
– –
-20,083
582
– –
-15,657
583
– –
-15,980
584
– –
-25,526
585
– –
-4,692
586
– –
-13,840
587
– –
-10,198
588
– –
-15,361
589
– –
-53,765
590
– –
-56,919
591
– –
-73,514
592
– –
-7,350
593
– –
-29,169
594
– –
-79,134
595
– –
-1,569
596
– –
-1,017
597
– –
-117,459
598
– –
-5,273
599
– –
-3,591
600
– –
-10,093
22 23
24
25 26