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
– –
-2,855
679
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-121,951
680
– –
-77,817
681
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-93,019
682
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-23,168
683
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-2,565
684
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-3,107
685
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-46,441
686
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-17,073
687
– –
-57,928
688
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-1,868
689
– –
-92,028
690
– –
-268,594
691
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-86,721
692
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-786
693
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-6,784
694
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-36,963
695
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-36,472
696
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-4,443
697
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-6,385
698
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-3,815
699
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-108,496
700
– –
-14,269
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