ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Return
25.6%
This Quarter Return
+4.5%
1 Year Return
+25.6%
3 Year Return
+93.43%
5 Year Return
+180.96%
10 Year Return
+403.15%
AUM
$2.82B
AUM Growth
+$116M
(+4.3%)
Cap. Flow
+$20.9M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
16.83%
Holding
856
New
201
Increased
211
Reduced
234
Closed
207
Top Buys
| 1 |
CME Group
CME
|
+$18.3M |
| 2 |
Union Pacific
UNP
|
+$14.1M |
| 3 |
Healthpeak Properties
DOC
|
+$13.9M |
| 4 |
Gen Digital
GEN
|
+$13.5M |
| 5 |
TRQ
Turquoise Hill Resources Ltd
TRQ
|
+$12.2M |
Top Sells
| 1 |
General Dynamics
GD
|
+$21.5M |
| 2 |
Public Service Enterprise Group
PEG
|
+$18.4M |
| 3 |
Crane NXT
CXT
|
+$13.6M |
| 4 |
Chubb
CB
|
+$12.8M |
| 5 |
Invesco
IVZ
|
+$12.5M |
Sector Composition
| 1 | Financials | 18% |
| 2 | Industrials | 11.28% |
| 3 | Healthcare | 11.12% |
| 4 | Energy | 10.27% |
| 5 | Technology | 9.94% |
