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
251
$2.62M 0.04%
6,242
-227
252
$2.59M 0.04%
49,300
-12,431
253
$2.59M 0.04%
24,848
-1,140
254
$2.55M 0.04%
169,287
-1,560
255
$2.53M 0.04%
+18,918
256
$2.51M 0.04%
112,989
-10,438
257
$2.5M 0.03%
5,329
-204
258
$2.46M 0.03%
31,724
-920
259
$2.45M 0.03%
74,830
+1,605
260
$2.44M 0.03%
34,693
+30,064
261
$2.4M 0.03%
18,226
+31
262
$2.36M 0.03%
+37,751
263
$2.35M 0.03%
146,294
-8,394
264
$2.32M 0.03%
6,614
+489
265
$2.32M 0.03%
+9,877
266
$2.32M 0.03%
69,949
-3,269
267
$2.31M 0.03%
23,635
-681
268
$2.31M 0.03%
24,464
-1,986
269
$2.19M 0.03%
+65,671
270
$2.09M 0.03%
+53,196
271
$2.09M 0.03%
46,875
-4,477
272
$2.07M 0.03%
7,457
-29
273
$2.05M 0.03%
79,953
-3,007
274
$2.05M 0.03%
87,342
-9,589
275
$2.05M 0.03%
14,883
-440
9 10
11
12 13