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
276
$2.04M 0.03%
+156,881
277
$2.02M 0.03%
40,286
-159
278
$2.02M 0.03%
37,991
+2,263
279
$1.98M 0.03%
34,505
-9,157
280
$1.96M 0.03%
+15,597
281
$1.95M 0.03%
18,297
-1,011
282
$1.94M 0.03%
+19,954
283
$1.91M 0.03%
9,323
+436
284
$1.91M 0.03%
11,714
-2,756
285
$1.9M 0.03%
6,793
-160
286
$1.85M 0.03%
43,413
+35,209
287
$1.84M 0.03%
6,917
+1,927
288
$1.83M 0.03%
32,939
-46,851
289
$1.82M 0.03%
53,839
-967
290
$1.78M 0.02%
60,057
-2,113
291
$1.77M 0.02%
44,034
+13,491
292
$1.74M 0.02%
34,844
-12,704
293
$1.73M 0.02%
+72,090
294
$1.7M 0.02%
14,950
-1,270
295
$1.68M 0.02%
67,180
-5,264
296
$1.67M 0.02%
39,889
-507
297
$1.64M 0.02%
11,219
+249
298
$1.63M 0.02%
135,544
-11,334
299
$1.63M 0.02%
25,141
-960
300
$1.61M 0.02%
+12,077
10 11
12
13 14