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
76
$40.8M 0.35%
+147,571
77
$40.7M 0.35%
115,010
+16,946
78
$40.4M 0.35%
201,401
+23,497
79
$40.1M 0.35%
108,711
-20,099
80
$38.2M 0.33%
613,806
+59,075
81
$37.6M 0.33%
262,194
+24,440
82
$37.5M 0.33%
219,636
+26,680
83
$37.3M 0.32%
314,348
+29,441
84
$37.2M 0.32%
599,613
+56,593
85
$36.9M 0.32%
78,457
+5,209
86
$35.6M 0.31%
172,432
+16,501
87
$34.6M 0.3%
195,320
+20,463
88
$34M 0.29%
38,336
+710
89
$33.9M 0.29%
71,387
+7,762
90
$33.4M 0.29%
174,170
+19,309
91
$33.3M 0.29%
2,267,489
+219,186
92
$32.3M 0.28%
+197,027
93
$32.3M 0.28%
365,312
+23,077
94
$32.1M 0.28%
512,824
+17,685
95
$31.8M 0.28%
55,390
-4,119
96
$31.8M 0.28%
+98,619
97
$31M 0.27%
+323,120
98
$31M 0.27%
369,358
+33,099
99
$30.7M 0.27%
1,341,137
+83,579
100
$30.3M 0.26%
304,631
+36,811
2 3
4
5 6