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
176
$8.53M 0.07%
144,532
+17,388
177
$8.42M 0.07%
32,376
-1,943
178
$8.38M 0.07%
105,472
+16,818
179
$8.09M 0.07%
+217,536
180
$7.87M 0.07%
+35,663
181
$7.86M 0.07%
269,500
+38,245
182
$7.8M 0.07%
86,621
-2,654
183
$7.64M 0.07%
61,847
-149
184
$7.56M 0.07%
32,486
-1,222
185
$7.52M 0.07%
223,057
+37,537
186
$7.34M 0.06%
40,276
-1,674
187
$7.3M 0.06%
66,987
-1,414
188
$7.17M 0.06%
14,510
-24,616
189
$7.17M 0.06%
46,403
-2,136
190
$7.02M 0.06%
105,678
-4,640
191
$6.73M 0.06%
36,809
-1,090
192
$6.29M 0.05%
141,503
-2,941
193
$6.09M 0.05%
+107,598
194
$5.96M 0.05%
+34,217
195
$5.89M 0.05%
129,056
+951
196
$5.87M 0.05%
162,268
-3,551
197
$5.86M 0.05%
168,992
-1,371
198
$5.83M 0.05%
81,519
-18,174
199
$5.76M 0.05%
+288,009
200
$5.74M 0.05%
122,716
+104,615
6 7
8
9 10