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
476
$376K 0.01%
5,326
+509
477
$369K 0.01%
3,722
-556
478
$363K 0.01%
+7,986
479
$363K 0.01%
2,311
+32
480
$361K 0.01%
+5,028
481
$359K 0.01%
13,918
+228
482
$359K 0.01%
658
+16
483
$358K 0.01%
5,101
484
$357K 0.01%
5,520
-92,693
485
$354K ﹤0.01%
+9,315
486
$353K ﹤0.01%
15,466
-30
487
$351K ﹤0.01%
+27,677
488
$350K ﹤0.01%
8,470
-544
489
$350K ﹤0.01%
7,897
-1,126
490
$348K ﹤0.01%
23,099
-1,124
491
$345K ﹤0.01%
6,696
-2,110
492
$332K ﹤0.01%
9,571
-1,205
493
$332K ﹤0.01%
3,956
+3
494
$325K ﹤0.01%
+7,227
495
$323K ﹤0.01%
28,120
-6,649
496
$316K ﹤0.01%
+13,678
497
$306K ﹤0.01%
5,955
-782
498
$302K ﹤0.01%
+10,979
499
$302K ﹤0.01%
209
500
$299K ﹤0.01%
415
-141
18 19
20
21 22