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
101
$29.9M 0.26%
33,474
+31,762
102
$29.9M 0.26%
359,137
+9,784
103
$29.8M 0.26%
144,262
+17,972
104
$29.1M 0.25%
62,484
+2,719
105
$28.9M 0.25%
245,700
+58,204
106
$28.8M 0.25%
115,913
+13,503
107
$28.5M 0.25%
56,514
+3,800
108
$28.3M 0.25%
45,733
+5,236
109
$28.1M 0.24%
374,105
+90,494
110
$27.6M 0.24%
133,513
+14,220
111
$27.6M 0.24%
76,269
+8,945
112
$26.9M 0.23%
522,197
+51,398
113
$26.8M 0.23%
627,277
+77,800
114
$26.5M 0.23%
194,574
+17,737
115
$25.7M 0.22%
545,693
+58,308
116
$25.7M 0.22%
94,732
-40,071
117
$25.4M 0.22%
141,147
+18,028
118
$25.2M 0.22%
62,117
+1,942
119
$24.9M 0.22%
2,358,014
+197,834
120
$24.8M 0.22%
604,946
+19,840
121
$24M 0.21%
143,432
+3,398
122
$23.4M 0.2%
276,803
+29,722
123
$22M 0.19%
437,691
+51,023
124
$22M 0.19%
191,071
+123,030
125
$21.8M 0.19%
160,443
+9,782
3 4
5
6 7