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
126
$21.6M 0.19%
43,748
+911
127
$21.6M 0.19%
+147,386
128
$21.4M 0.19%
255,818
+17,891
129
$20.5M 0.18%
52,854
+3,634
130
$20.3M 0.18%
58,785
+6,984
131
$19.8M 0.17%
185,177
+23,471
132
$19.7M 0.17%
+162,810
133
$19.7M 0.17%
123,752
+23,603
134
$19.6M 0.17%
87,703
+10,125
135
$19M 0.16%
+334,079
136
$18.1M 0.16%
180,754
+94,993
137
$17.9M 0.16%
158,599
+29
138
$17.9M 0.16%
228,874
+37,621
139
$17.6M 0.15%
659,170
+77,937
140
$16.8M 0.15%
569,040
+66,833
141
$16.7M 0.14%
181,900
-104,085
142
$16.3M 0.14%
43,506
-527
143
$16M 0.14%
62,752
+2,471
144
$15.8M 0.14%
+80,633
145
$15.7M 0.14%
400,393
+29,107
146
$15.5M 0.13%
147,799
+7,679
147
$15.2M 0.13%
+93,094
148
$14.8M 0.13%
30,196
+928
149
$14.7M 0.13%
132,838
+8,755
150
$14.4M 0.13%
81,815
-20,651
4 5
6
7 8