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
26
$77.2M 1.08%
1,073,508
+44,215
27
$73.1M 1.02%
1,149,589
+121,331
28
$67.7M 0.94%
127,634
+17,983
29
$67.1M 0.94%
760,986
-34,886
30
$66.5M 0.93%
685,812
-37,475
31
$65.3M 0.91%
1,971,399
+43,787
32
$62M 0.87%
722,071
+135,927
33
$60.9M 0.85%
913,554
+39,367
34
$60.4M 0.84%
124,083
+5,535
35
$59.2M 0.83%
1,357,129
+20,053
36
$53.7M 0.75%
216,390
+9,067
37
$53.6M 0.75%
530,851
+35,127
38
$53.6M 0.75%
637,705
+8,031
39
$53.5M 0.75%
956,340
+11,520
40
$53.1M 0.74%
3,046,036
+39,046
41
$50.8M 0.71%
2,810,275
+117,636
42
$49.6M 0.69%
2,696,384
+53,622
43
$48.2M 0.67%
355,341
+8,559
44
$48.1M 0.67%
4,138,022
+4,123,653
45
$42.7M 0.6%
1,224,260
+690,813
46
$42.5M 0.59%
842,795
+3,543
47
$42.1M 0.59%
266,310
+8,616
48
$41.5M 0.58%
1,187,043
-1,190
49
$41.5M 0.58%
377,967
-49,114
50
$40.9M 0.57%
526,266
-2,298
1
2
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