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
51
$67.1M 0.58%
751,655
+74,517
52
$67M 0.58%
+278,044
53
$66.7M 0.58%
239,939
+26,928
54
$63.2M 0.55%
146,806
+13,522
55
$62.6M 0.54%
+870,982
56
$61.1M 0.53%
483,478
+9,789
57
$61M 0.53%
1,767,859
+61,686
58
$59M 0.51%
431,624
+41,172
59
$57.7M 0.5%
113,928
+14,432
60
$55.5M 0.48%
616,990
+59,821
61
$54.8M 0.48%
+201,950
62
$54.6M 0.47%
1,307,335
+38,431
63
$53.8M 0.47%
692,595
+67,704
64
$52.4M 0.45%
445,519
+44,046
65
$49.2M 0.43%
439,656
+42,067
66
$48.3M 0.42%
216,319
+26,302
67
$45.9M 0.4%
900,261
+17,954
68
$45.2M 0.39%
306,625
-655,170
69
$45M 0.39%
337,152
+5,155
70
$45M 0.39%
411,106
+38,228
71
$44.6M 0.39%
71,830
+7,859
72
$44M 0.38%
184,956
+27,990
73
$43.9M 0.38%
213,049
+15,157
74
$42.8M 0.37%
+480,420
75
$41.2M 0.36%
146,417
+48,381
1 2
3
4 5