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
576
$271K ﹤0.01%
2,001
-345
577
$269K ﹤0.01%
+521
578
$269K ﹤0.01%
2,008
+6
579
$267K ﹤0.01%
2,128
580
$265K ﹤0.01%
16,052
+1,881
581
$263K ﹤0.01%
1,947
+10
582
$259K ﹤0.01%
+1,888
583
$258K ﹤0.01%
+3,251
584
$258K ﹤0.01%
6,341
+17
585
$258K ﹤0.01%
16,605
-344,828
586
$258K ﹤0.01%
4,983
-6,449
587
$255K ﹤0.01%
+6,087
588
$254K ﹤0.01%
3,569
+33
589
$252K ﹤0.01%
1,645
-3,179
590
$251K ﹤0.01%
+148
591
$250K ﹤0.01%
4,481
+1
592
$249K ﹤0.01%
+1,943
593
$248K ﹤0.01%
+4,337
594
$245K ﹤0.01%
2,996
595
$245K ﹤0.01%
23,708
+7,323
596
$244K ﹤0.01%
1,018
+23
597
$243K ﹤0.01%
5,850
-48,480
598
$241K ﹤0.01%
32,586
+4,971
599
$241K ﹤0.01%
8,706
-261
600
$241K ﹤0.01%
4,911
+76
22 23
24
25 26