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
76
$15.2M 0.37%
382,668
-207
77
$15.1M 0.37%
114,204
-1,391
78
$14.4M 0.35%
45,393
-2,017
79
$14.3M 0.35%
45,266
+217
80
$14.2M 0.35%
1,735,424
+27,458
81
$13.8M 0.34%
59,558
-355
82
$12.8M 0.31%
92,126
-572
83
$12.5M 0.31%
48,503
+13,212
84
$12.5M 0.31%
51,646
-561
85
$11.9M 0.29%
1,811,720
+455,080
86
$11.9M 0.29%
51,785
+3,767
87
$11.6M 0.29%
176,000
+16,918
88
$11.4M 0.28%
181,476
+31,839
89
$11M 0.27%
82,570
-1,660
90
$10.9M 0.27%
126,634
-1,565
91
$10.9M 0.27%
310,587
-3,616
92
$10.9M 0.27%
204,472
+4,438
93
$10.7M 0.26%
131,644
-48,133
94
$10.5M 0.26%
183,359
-382
95
$10.2M 0.25%
153,961
+53,019
96
$10.2M 0.25%
82,787
-2,860
97
$10.1M 0.25%
240,035
-1,153
98
$10.1M 0.25%
47,747
-1,405
99
$10.1M 0.25%
42,337
+10,610
100
$9.91M 0.24%
119,727
+21,921
2 3
4
5 6