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
$7.16B
AUM Growth
+$907M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$38.1M
3
+$25M
4
WPC icon
W.P. Carey
WPC
+$24.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$17M

Top Sells

1
+$32.6M
2
+$13.7M
3
+$12.2M
4
SNPS icon
Synopsys
SNPS
+$10.3M
5
PLD icon
Prologis
PLD
+$10M

Sector Composition

1 Financials 16.08%
2 Healthcare 15.29%
3 Technology 14.97%
4 Consumer Staples 11.09%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.4M 0.05%
79,083
-978
227
$3.33M 0.05%
14,146
-18,133
228
$3.28M 0.05%
14,355
-341
229
$3.24M 0.05%
34,875
-384
230
$3.23M 0.05%
25,468
-8,792
231
$3.22M 0.04%
64,337
-3,454
232
$3.19M 0.04%
+18,990
233
$3.15M 0.04%
51,043
+3,878
234
$3.14M 0.04%
67,895
-2,792
235
$3.14M 0.04%
14,476
+143
236
$3.11M 0.04%
41,610
-488
237
$3.09M 0.04%
24,513
-2,966
238
$3.02M 0.04%
102,719
-2,630
239
$3.02M 0.04%
60,925
+56,309
240
$2.98M 0.04%
54,150
+20,189
241
$2.96M 0.04%
16,978
+13,541
242
$2.92M 0.04%
44,460
+36,054
243
$2.91M 0.04%
37,078
+4,417
244
$2.9M 0.04%
79,314
-2,543
245
$2.83M 0.04%
33,060
-2,668
246
$2.76M 0.04%
8,908
-151
247
$2.75M 0.04%
+40,276
248
$2.75M 0.04%
+19,845
249
$2.73M 0.04%
29,823
+291
250
$2.68M 0.04%
16,458
-824
8 9
10
11 12