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
401
$708K 0.01%
+68,319
402
$708K 0.01%
+21,575
403
$694K 0.01%
+28,502
404
$687K 0.01%
5,521
-283
405
$686K 0.01%
14,942
-4,231
406
$686K 0.01%
3,278
-316
407
$684K 0.01%
7,054
+4,207
408
$673K 0.01%
29,288
-5,632
409
$669K 0.01%
56,550
-7,396
410
$667K 0.01%
14,247
-4,808
411
$658K 0.01%
21,863
-5,883
412
$656K 0.01%
+8,287
413
$652K 0.01%
3,841
+1,577
414
$650K 0.01%
14,109
-4,023
415
$639K 0.01%
17,847
-9,687
416
$638K 0.01%
+27,723
417
$638K 0.01%
3,889
-400
418
$629K 0.01%
4,142
+2,214
419
$624K 0.01%
81,699
-12,806
420
$620K 0.01%
358,332
-36,657
421
$618K 0.01%
14,566
-578
422
$615K 0.01%
7,756
-1,086
423
$598K 0.01%
9,267
-1,343
424
$596K 0.01%
+12,330
425
$595K 0.01%
64,388
-11,942
15 16
17
18 19