ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Return
25.6%
This Quarter Return
-1.01%
1 Year Return
+25.6%
3 Year Return
+93.43%
5 Year Return
+180.96%
10 Year Return
+403.15%
AUM
$4.5B
AUM Growth
-$83.7M
(-1.8%)
Cap. Flow
+$5.49M
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
18.8%
Holding
673
New
110
Increased
239
Reduced
157
Closed
157
Top Buys
| 1 |
Truist Financial
TFC
|
$37.6M |
| 2 |
Mondelez International
MDLZ
|
$32.8M |
| 3 |
Macy's
M
|
$22.2M |
| 4 |
US Bancorp
USB
|
$21.9M |
| 5 |
MetLife
MET
|
$11.1M |
Top Sells
| 1 |
RTX Corp
RTX
|
$39.5M |
| 2 |
Williams Companies
WMB
|
$22.9M |
| 3 |
Microsoft
MSFT
|
$19M |
| 4 |
AbbVie
ABBV
|
$15.7M |
| 5 |
JPMorgan Chase
JPM
|
$15.2M |
Sector Composition
| 1 | Financials | 20.23% |
| 2 | Technology | 14.1% |
| 3 | Healthcare | 12.17% |
| 4 | Industrials | 9.78% |
| 5 | Consumer Staples | 8.55% |
