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
426
$591K 0.01%
4,600
-189
427
$587K 0.01%
12,087
+54
428
$571K 0.01%
8,064
+248
429
$564K 0.01%
11,408
+280
430
$560K 0.01%
18,858
+299
431
$552K 0.01%
16,812
+7,293
432
$547K 0.01%
33,737
-37,541
433
$546K 0.01%
55,000
-8,066
434
$543K 0.01%
5,307
-784
435
$529K 0.01%
+6,883
436
$516K 0.01%
6,674
437
$511K 0.01%
14,676
-1,026
438
$483K 0.01%
19,964
-48,303
439
$475K 0.01%
11,572
-94
440
$473K 0.01%
4,079
-12,319
441
$472K 0.01%
+62,790
442
$471K 0.01%
+10,700
443
$471K 0.01%
+1,475
444
$469K 0.01%
8,863
+377
445
$465K 0.01%
21,432
-4,293
446
$458K 0.01%
18,201
-1,125
447
$454K 0.01%
18,818
+5,878
448
$453K 0.01%
7,191
-23,577
449
$452K 0.01%
4,988
-25
450
$441K 0.01%
37,492
+2,239
16 17
18
19 20