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
201
$1.89M 0.05%
53,326
-12,611
202
$1.88M 0.05%
9,858
-3,730
203
$1.85M 0.05%
12,260
-1,238
204
$1.8M 0.04%
24,759
-2,834
205
$1.78M 0.04%
19,112
-3,342
206
$1.77M 0.04%
+19,009
207
$1.77M 0.04%
60,477
+672
208
$1.76M 0.04%
44,256
+11,453
209
$1.75M 0.04%
81,610
-77,250
210
$1.75M 0.04%
73,466
+21,169
211
$1.74M 0.04%
52,214
-7,381
212
$1.72M 0.04%
362,639
+234,803
213
$1.72M 0.04%
11,385
-1,324
214
$1.7M 0.04%
47,374
-7,241
215
$1.69M 0.04%
+88,376
216
$1.68M 0.04%
55,758
-89,333
217
$1.65M 0.04%
74,483
-9,093
218
$1.64M 0.04%
203,354
+21,952
219
$1.63M 0.04%
19,542
-2,918
220
$1.62M 0.04%
16,282
+262
221
$1.61M 0.04%
+15,540
222
$1.6M 0.04%
25,311
+61
223
$1.59M 0.04%
12,032
-2,112
224
$1.59M 0.04%
49,134
-28,605
225
$1.58M 0.04%
16,999
-46,659
7 8
9
10 11