ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Return
25.6%
This Quarter Return
-4.47%
1 Year Return
+25.6%
3 Year Return
+93.43%
5 Year Return
+180.96%
10 Year Return
+403.15%
AUM
$6.26B
AUM Growth
-$298M
(-4.5%)
Cap. Flow
+$101M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
22.29%
Holding
675
New
113
Increased
229
Reduced
203
Closed
100
Top Buys
| 1 |
Abbott
ABT
|
+$35.1M |
| 2 |
FirstEnergy
FE
|
+$31.2M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$19.5M |
| 4 |
Apple
AAPL
|
+$13M |
| 5 |
Netflix
NFLX
|
+$9.62M |
Top Sells
| 1 |
Prologis
PLD
|
+$47.2M |
| 2 |
HP
HPQ
|
+$44M |
| 3 |
LyondellBasell Industries
LYB
|
+$27M |
| 4 |
NVIDIA
NVDA
|
+$20M |
| 5 |
FedEx
FDX
|
+$16.9M |
Sector Composition
| 1 | Technology | 16.31% |
| 2 | Financials | 15.98% |
| 3 | Healthcare | 15.2% |
| 4 | Consumer Staples | 10.98% |
| 5 | Energy | 8.06% |
