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
176
$2.25M 0.06%
103,153
+4,703
177
$2.25M 0.06%
33,318
-1,153
178
$2.23M 0.05%
85,078
+1,163
179
$2.21M 0.05%
36,062
-3,366
180
$2.2M 0.05%
+25,587
181
$2.2M 0.05%
29,115
+584
182
$2.16M 0.05%
+7,127
183
$2.15M 0.05%
11,777
-75
184
$2.13M 0.05%
+4,914
185
$2.11M 0.05%
82,158
-12,829
186
$2.1M 0.05%
108,905
-21,783
187
$2.09M 0.05%
61,513
-530
188
$2.09M 0.05%
94,519
+3,171
189
$2.02M 0.05%
19,757
-1,051
190
$2.02M 0.05%
247,057
+141,449
191
$2.02M 0.05%
38,506
-1,108
192
$2M 0.05%
51,103
-3,568
193
$2M 0.05%
42,939
-5,148
194
$2M 0.05%
76,754
+32,901
195
$1.98M 0.05%
82,610
+71,180
196
$1.97M 0.05%
+43,603
197
$1.97M 0.05%
22,431
+2,016
198
$1.96M 0.05%
63,172
+35,202
199
$1.95M 0.05%
47,593
+20,046
200
$1.91M 0.05%
25,417
+247
6 7
8
9 10