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
201
$5.73M 0.05%
110,875
+1,757
202
$5.59M 0.05%
213,639
-26,710
203
$5.47M 0.05%
286,602
-49,972
204
$5.47M 0.05%
55,728
-1,366
205
$5.42M 0.05%
+69,978
206
$5.39M 0.05%
382,618
-12,757
207
$5.34M 0.05%
+131,164
208
$5.33M 0.05%
177,500
-77,465
209
$5.21M 0.05%
60,643
-1,349
210
$5.14M 0.04%
+341,785
211
$4.99M 0.04%
+108,340
212
$4.94M 0.04%
17,928
+33
213
$4.92M 0.04%
16,959
-28,419
214
$4.91M 0.04%
+75,308
215
$4.9M 0.04%
203,737
+120,249
216
$4.86M 0.04%
+43,411
217
$4.85M 0.04%
+119,115
218
$4.82M 0.04%
76,590
+7,648
219
$4.77M 0.04%
+105,700
220
$4.75M 0.04%
111,687
+14,812
221
$4.75M 0.04%
429,417
+25,172
222
$4.73M 0.04%
+135,632
223
$4.71M 0.04%
+184,767
224
$4.69M 0.04%
91,550
+28,206
225
$4.69M 0.04%
45,224
+40,825
7 8
9
10 11