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
$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
126
$5.51M 0.14%
111,645
-28,376
127
$5.51M 0.14%
94,780
-2,880
128
$5.47M 0.13%
30,359
+1,117
129
$5.45M 0.13%
126,614
-4,247
130
$5.29M 0.13%
88,963
-4,001
131
$5.17M 0.13%
52,178
-123,893
132
$4.92M 0.12%
75,491
-2,002
133
$4.71M 0.12%
333,505
-9,325
134
$4.31M 0.11%
83,780
-2,642
135
$4.29M 0.11%
43,216
-35,024
136
$4.2M 0.1%
46,041
-4,915
137
$4M 0.1%
24,234
-19,146
138
$3.9M 0.1%
20,579
+5,062
139
$3.8M 0.09%
36,531
-1,058
140
$3.77M 0.09%
129,197
+655
141
$3.73M 0.09%
38,178
+687
142
$3.66M 0.09%
2,224
-119
143
$3.6M 0.09%
+73,831
144
$3.51M 0.09%
110,587
+4,131
145
$3.47M 0.09%
11,680
+67
146
$3.33M 0.08%
52,610
-24,286
147
$3.29M 0.08%
35,856
+29,998
148
$3.25M 0.08%
67,971
+25,845
149
$3.22M 0.08%
38,515
-260
150
$3.22M 0.08%
23,478
-803
4 5
6
7 8