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
376
$860K 0.01%
32,010
-4,030
377
$851K 0.01%
5,996
-326
378
$849K 0.01%
+6,166
379
$839K 0.01%
+5,749
380
$825K 0.01%
+36,370
381
$799K 0.01%
9,629
-265
382
$798K 0.01%
7,652
-176
383
$795K 0.01%
18,443
-4,001
384
$795K 0.01%
32,151
-2,233
385
$792K 0.01%
18,868
+399
386
$792K 0.01%
3,823
-88
387
$788K 0.01%
10,959
+2,840
388
$775K 0.01%
27,716
-973
389
$762K 0.01%
33,070
+4,732
390
$762K 0.01%
12,187
-2,371
391
$757K 0.01%
51,251
+3,817
392
$740K 0.01%
+48,019
393
$731K 0.01%
29,327
-5,837
394
$731K 0.01%
+7,766
395
$723K 0.01%
11,309
-11,821
396
$719K 0.01%
14,633
+110
397
$717K 0.01%
23,236
-6,195
398
$717K 0.01%
52,382
-5,475
399
$716K 0.01%
24,722
-2,491
400
$710K 0.01%
1,849
-2,234
14 15
16
17 18