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
301
$1.58M 0.02%
16,996
+204
302
$1.57M 0.02%
31,269
+291
303
$1.57M 0.02%
104,006
-1,307
304
$1.56M 0.02%
12,745
-619
305
$1.54M 0.02%
55,600
-3,400
306
$1.5M 0.02%
7,316
-106
307
$1.49M 0.02%
5,897
-12
308
$1.48M 0.02%
13,949
+62
309
$1.48M 0.02%
179,890
-43,510
310
$1.47M 0.02%
+6,182
311
$1.47M 0.02%
6,918
+4,609
312
$1.45M 0.02%
19,485
+471
313
$1.43M 0.02%
35,484
+918
314
$1.39M 0.02%
1,779
+1,410
315
$1.37M 0.02%
+15,282
316
$1.36M 0.02%
17,093
-1,330
317
$1.36M 0.02%
81,016
-3,570
318
$1.36M 0.02%
24,053
+8,525
319
$1.35M 0.02%
+27,294
320
$1.35M 0.02%
61,155
+5,631
321
$1.32M 0.02%
20,871
-709
322
$1.31M 0.02%
120,043
-5,796
323
$1.31M 0.02%
57,460
-1,891
324
$1.3M 0.02%
49,929
-3,582
325
$1.3M 0.02%
62,782
-1,505
11 12
13
14 15