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
651
$128K ﹤0.01%
49,900
652
$122K ﹤0.01%
+24,752
653
$121K ﹤0.01%
+11,019
654
$107K ﹤0.01%
+13,489
655
$105K ﹤0.01%
11,329
+1,188
656
$104K ﹤0.01%
+17,707
657
$96K ﹤0.01%
+15,464
658
$95.9K ﹤0.01%
+10,300
659
$94.3K ﹤0.01%
+10,039
660
$93.9K ﹤0.01%
+11,009
661
$89.1K ﹤0.01%
+30,292
662
$88.6K ﹤0.01%
+12,617
663
$88.5K ﹤0.01%
15,419
+2,527
664
$82.7K ﹤0.01%
36,125
+6,394
665
$80.2K ﹤0.01%
+23,940
666
$70.4K ﹤0.01%
+11,395
667
$58K ﹤0.01%
19,658
+8,061
668
$57.7K ﹤0.01%
18,213
-1,247
669
$48.6K ﹤0.01%
+15,718
670
$47.4K ﹤0.01%
21,646
671
$45.8K ﹤0.01%
+10,469
672
$42.5K ﹤0.01%
+13,653
673
$40.7K ﹤0.01%
+11,101
674
$36.7K ﹤0.01%
+10,283
675
$31.9K ﹤0.01%
+20,788
25 26
27
28 29