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
151
$14.4M 0.12%
+185,355
152
$14M 0.12%
50,992
+707
153
$13.9M 0.12%
106,121
+81,331
154
$13.7M 0.12%
58,141
+8,253
155
$13.4M 0.12%
67,621
+15,726
156
$13M 0.11%
161,199
+69,529
157
$12.9M 0.11%
118,659
+14,722
158
$12.4M 0.11%
154,893
+6,944
159
$12.3M 0.11%
112,368
+14,041
160
$11.7M 0.1%
168,354
+18,708
161
$11.7M 0.1%
187,245
+8,650
162
$11.2M 0.1%
318,428
+38,009
163
$10.9M 0.09%
105,069
+103,062
164
$10.7M 0.09%
75,166
+2,779
165
$10M 0.09%
+21,739
166
$9.98M 0.09%
208,279
+27,452
167
$9.73M 0.08%
118,020
+7,107
168
$9.57M 0.08%
338,017
+42,100
169
$9.56M 0.08%
34,918
+4,489
170
$9.51M 0.08%
63,186
+1,351
171
$9.25M 0.08%
+118,510
172
$9.08M 0.08%
47,842
+5,558
173
$8.89M 0.08%
+40,104
174
$8.86M 0.08%
142,229
-9,218
175
$8.77M 0.08%
185,703
+17,730
5 6
7
8 9