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
601
$241K ﹤0.01%
+3,002
602
$240K ﹤0.01%
+50,145
603
$239K ﹤0.01%
3,800
-43,597
604
$238K ﹤0.01%
8,000
-2,000
605
$238K ﹤0.01%
57
-240
606
$237K ﹤0.01%
1,830
-885
607
$237K ﹤0.01%
7,500
608
$236K ﹤0.01%
1,333
-85,461
609
$235K ﹤0.01%
+6,046
610
$234K ﹤0.01%
+920
611
$233K ﹤0.01%
735
-75
612
$232K ﹤0.01%
+9,253
613
$232K ﹤0.01%
+1,838
614
$231K ﹤0.01%
25,898
+12,894
615
$230K ﹤0.01%
3,708
-747
616
$229K ﹤0.01%
+1,276
617
$229K ﹤0.01%
6,883
+83
618
$227K ﹤0.01%
+1,473
619
$227K ﹤0.01%
+3,573
620
$225K ﹤0.01%
+2,734
621
$223K ﹤0.01%
2,242
622
$221K ﹤0.01%
+6,631
623
$221K ﹤0.01%
+943
624
$221K ﹤0.01%
+1,667
625
$216K ﹤0.01%
35,439
+10,172
23 24
25
26 27