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
151
$3.22M 0.08%
64,554
-20,557
152
$3.2M 0.08%
149,039
-9,111
153
$3.12M 0.08%
133,153
+43,461
154
$3.05M 0.07%
3,289
+135
155
$3.01M 0.07%
39,593
+35
156
$2.91M 0.07%
10,215
+9,529
157
$2.9M 0.07%
7,567
-304
158
$2.87M 0.07%
52,281
-1,825
159
$2.74M 0.07%
+72,990
160
$2.74M 0.07%
114,679
-25,366
161
$2.64M 0.06%
+10,759
162
$2.58M 0.06%
27,099
-370
163
$2.54M 0.06%
17,666
-363
164
$2.5M 0.06%
76,683
+616
165
$2.46M 0.06%
7,998
-7,736
166
$2.45M 0.06%
17,395
-1,102
167
$2.44M 0.06%
25,719
-28,869
168
$2.44M 0.06%
156,861
-9,706
169
$2.41M 0.06%
82,942
-1,965
170
$2.39M 0.06%
+17,670
171
$2.37M 0.06%
+13,672
172
$2.36M 0.06%
77,088
-2,129
173
$2.34M 0.06%
84,277
-95,597
174
$2.28M 0.06%
96,534
+9,695
175
$2.28M 0.06%
22,558
-2,438
5 6
7
8 9