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
326
$1.29M 0.02%
28,486
-7,408
327
$1.28M 0.02%
21,920
-10,863
328
$1.27M 0.02%
52,118
+2,798
329
$1.26M 0.02%
9,261
-481
330
$1.25M 0.02%
38,109
+26,917
331
$1.25M 0.02%
+131,318
332
$1.24M 0.02%
+11,421
333
$1.22M 0.02%
23,830
-335
334
$1.22M 0.02%
40,802
+18,633
335
$1.19M 0.02%
6,240
+4,469
336
$1.17M 0.02%
10,724
-745
337
$1.16M 0.02%
13,086
-1,313
338
$1.15M 0.02%
46,226
+10,382
339
$1.12M 0.02%
65,133
-6,118
340
$1.1M 0.02%
+18,695
341
$1.09M 0.02%
+32,873
342
$1.09M 0.02%
+29,876
343
$1.09M 0.02%
31,147
+4,724
344
$1.08M 0.02%
+43,755
345
$1.08M 0.02%
+16,011
346
$1.08M 0.02%
14,123
-926
347
$1.07M 0.02%
+4,790
348
$1.06M 0.01%
+17,682
349
$1.05M 0.01%
32,289
+2,162
350
$1.05M 0.01%
40,835
-6,529
12 13
14
15 16