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
626
$215K ﹤0.01%
1,750
+60
627
$214K ﹤0.01%
+560
628
$214K ﹤0.01%
8,660
629
$214K ﹤0.01%
+1,224
630
$213K ﹤0.01%
+738
631
$210K ﹤0.01%
+5,935
632
$209K ﹤0.01%
+1,096
633
$209K ﹤0.01%
4,974
-5,025
634
$207K ﹤0.01%
17,357
+5,902
635
$206K ﹤0.01%
+5,157
636
$206K ﹤0.01%
1,364
+25
637
$205K ﹤0.01%
2,670
-69,795
638
$203K ﹤0.01%
8,081
639
$202K ﹤0.01%
+3,066
640
$199K ﹤0.01%
28,704
+9,725
641
$193K ﹤0.01%
19,219
642
$183K ﹤0.01%
38,585
643
$181K ﹤0.01%
23,594
+9,893
644
$181K ﹤0.01%
+11,257
645
$174K ﹤0.01%
25,523
+10,436
646
$172K ﹤0.01%
11,959
647
$163K ﹤0.01%
92,803
+74,673
648
$147K ﹤0.01%
2,961
+340
649
$145K ﹤0.01%
11,377
+1,281
650
$140K ﹤0.01%
26,104
-563,918
24 25
26
27 28