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
101
$9.84M 0.24%
101,828
-1,491
102
$9.76M 0.24%
+175,171
103
$9.56M 0.23%
127,341
-1,321
104
$9.17M 0.22%
91,742
-1,261
105
$8.86M 0.22%
99,076
-222
106
$8.44M 0.21%
+184,078
107
$8.39M 0.21%
100,002
-924
108
$7.92M 0.19%
37,464
-1,657
109
$7.81M 0.19%
59,558
-26,437
110
$7.79M 0.19%
55,746
+35
111
$7.78M 0.19%
95,116
-964
112
$7.75M 0.19%
105,552
-3,783
113
$7.55M 0.19%
62,254
+10
114
$7.49M 0.18%
148,879
-62,433
115
$7.29M 0.18%
223,334
-5,648
116
$7.01M 0.17%
73,846
-2,767
117
$6.93M 0.17%
67,314
+19,433
118
$6.59M 0.16%
39,564
-1,348
119
$6.46M 0.16%
40,085
-6,413
120
$6M 0.15%
104,393
-1,378
121
$5.94M 0.15%
31,840
-332
122
$5.87M 0.14%
54,020
-1,676
123
$5.7M 0.14%
422,224
+20,887
124
$5.58M 0.14%
250,074
-3,395
125
$5.54M 0.14%
127,916
-3,208
3 4
5
6 7