ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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 12.15%
4 Industrials 10.52%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$501M 4.34%
1,163,767
+98,293
2
$372M 3.22%
3,059,923
-211,029
3
$330M 2.87%
+1,418,170
4
$280M 2.43%
1,326,172
+137,919
5
$232M 2.01%
1,340,451
+133,719
6
$225M 1.95%
554,062
+54,946
7
$205M 1.78%
358,218
-1,322
8
$196M 1.7%
1,182,251
-89,575
9
$192M 1.66%
+1,029,954
10
$177M 1.54%
2,194,630
+216,008
11
$176M 1.52%
449,078
+9,269
12
$171M 1.48%
989,828
-142,182
13
$168M 1.46%
853,207
+84,395
14
$168M 1.46%
1,433,977
+137,451
15
$155M 1.34%
956,443
+92,586
16
$153M 1.32%
542,525
+50,771
17
$151M 1.31%
1,829,902
+184,317
18
$144M 1.25%
246,068
+136,525
19
$143M 1.24%
1,361,469
+134,310
20
$142M 1.23%
224,677
+22,294
21
$136M 1.18%
143,663
+5,545
22
$135M 1.17%
1,191,718
+115,880
23
$129M 1.12%
1,427,004
+141,447
24
$116M 1.01%
681,505
+62,705
25
$112M 0.97%
921,726
+86,604
1
2 3 4 5