ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.08B
AUM Growth
-$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$27.5M
3
+$25.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$9.76M
5
AMAT icon
Applied Materials
AMAT
+$8.44M

Top Sells

1
+$41.2M
2
+$34.9M
3
+$12.3M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$9.38M
5
CCI icon
Crown Castle
CCI
+$8.87M

Sector Composition

1 Technology 16.61%
2 Financials 15.9%
3 Healthcare 15.22%
4 Consumer Staples 11.8%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$26.7M 0.65%
107,070
+12,844
52
$26.6M 0.65%
496,427
-4,206
53
$25.4M 0.62%
+192,075
54
$24.8M 0.61%
286,670
+2,004
55
$24M 0.59%
529,544
-4,114
56
$23.9M 0.59%
193,281
+779
57
$23M 0.56%
239,811
-261
58
$19.6M 0.48%
120,278
+27,330
59
$19.6M 0.48%
117,364
+23,586
60
$19M 0.47%
801,430
+4,280
61
$18.7M 0.46%
144,846
+2,971
62
$18.6M 0.46%
630,518
+899
63
$17.6M 0.43%
656,453
+42,124
64
$17.4M 0.43%
365,427
+26,745
65
$17.4M 0.43%
202,957
-2,679
66
$17.3M 0.42%
348,503
+548
67
$17M 0.42%
403,082
+4,160
68
$16.4M 0.4%
352,863
-1,655
69
$16.3M 0.4%
475,263
+49,689
70
$16.1M 0.4%
87,894
-6,559
71
$15.9M 0.39%
111,052
-1,185
72
$15.8M 0.39%
149,063
+1,670
73
$15.5M 0.38%
688,472
-4,971
74
$15.5M 0.38%
3,200,045
+65,424
75
$15.3M 0.37%
232,107
+5,058
1 2
3
4 5