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
351
$1.04M 0.01%
+41,252
352
$1.04M 0.01%
43,908
+10,817
353
$1.03M 0.01%
24,127
-319
354
$1.03M 0.01%
31,751
+862
355
$1.02M 0.01%
+38,516
356
$1.02M 0.01%
+21,655
357
$1.02M 0.01%
66,519
-2,534
358
$1M 0.01%
+7,608
359
$1M 0.01%
+42,489
360
$994K 0.01%
14,420
-1,194
361
$994K 0.01%
+14,613
362
$962K 0.01%
+95,837
363
$950K 0.01%
70,925
-1,278
364
$949K 0.01%
17,431
+1,752
365
$928K 0.01%
10,170
-2,052
366
$927K 0.01%
43,770
-4,280
367
$922K 0.01%
13,426
-2,186
368
$920K 0.01%
50,035
-920
369
$919K 0.01%
8,939
+307
370
$908K 0.01%
90,212
-15,007
371
$900K 0.01%
+10,619
372
$898K 0.01%
10,528
+528
373
$883K 0.01%
17,451
-1,696
374
$883K 0.01%
26,409
-593
375
$868K 0.01%
+27,858
13 14
15
16 17