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
676
$25.4K ﹤0.01%
+3,306
677
$7.7K ﹤0.01%
424
-18,622
678
– –
-2,565
679
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-3,107
680
– –
-46,441
681
– –
-17,073
682
– –
-57,928
683
– –
-1,868
684
– –
-92,028
685
– –
-268,594
686
– –
-86,721
687
– –
-786
688
– –
-6,784
689
– –
-36,963
690
– –
-14,188
691
– –
-71,936
692
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-1,053
693
– –
-12,204
694
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-12,970
695
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-4,076
696
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-4,500
697
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-18,983
698
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-10,823
699
– –
-6,100
700
– –
-18,411
26 27
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