ZIM
Zacks Investment Management Portfolio holdings
AUM $10.7B
AUM
$10.7B
AUM Growth
-$91.5M (-0.9%)
Cap. Flow
+$372M
Cap. Flow % of AUM
3.48%
Top 10 Holdings %Top 10 Hldgs %
23.19%
Holding
779
New
114
Increased
343
Reduced
163
Closed
128
Top Buys
| 1 | $55.6M | |
| 2 | $47M | |
| 3 | $21.7M | |
| 4 | $20.6M | |
| 5 | $20.5M |
Top Sells
| 1 | $66.6M | |
| 2 | $46.6M | |
| 3 | $33M | |
| 4 | $26M | |
| 5 | $24.8M |
Sector Composition
| 1 | Technology | 21.04% |
| 2 | Financials | 17.45% |
| 3 | Healthcare | 12.16% |
| 4 | Industrials | 10.25% |
| 5 | Consumer Staples | 8.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $345K | 0% | 12,042 -1,544 | -11% | -$44.3K | |||
| $344K | 0% | 2,819 +691 | +32% | +$84.3K | |||
| $342K | 0% | 7,875 +942 | +14% | +$40.9K | |||
| $342K | 0% | 10,561 | – | – | |||
| $341K | 0% | 3,130 +253 | +9% | +$27.6K | |||
| $341K | 0% | 9,632 +4,582 | +91% | +$162K | |||
| $340K | 0% | 7,238 +826 | +13% | +$38.8K | |||
| $339K | 0% | 1,339 -1,347 | -50% | -$341K | |||
| $337K | 0% | 11,700 | New | +$337K | |||
| $333K | 0% | 6,679 | New | +$333K | |||
| $328K | 0% | 19,642 | New | +$328K | |||
| $324K | 0% | 639 +1 | +0.2% | +$508 | |||
| $322K | 0% | 629 -5 | -0.8% | -$2.56K | |||
| $321K | 0% | 11,304 +1,511 | +15% | +$42.9K | |||
| $319K | 0% | 2,306 -2 | -0.1% | -$277 | |||
| $316K | 0% | 477 -17 | -3% | -$11.3K | |||
| $311K | 0% | 2,018 -40 | -2% | -$6.17K | |||
| $310K | 0% | 2,278 -171 | -7% | -$23.3K | |||
| $306K | 0% | 2,338 +619 | +36% | +$81.1K | |||
| $305K | 0% | 24,571 -2 | -0% | -$25 | |||
| $304K | 0% | 610 -2 | -0.3% | -$996 | |||
| $303K | 0% | 18,054 | New | +$303K | |||
| $303K | 0% | 1,535 +412 | +37% | +$81.3K | |||
| $301K | 0% | 4,429 -3,666 | -45% | -$249K | |||
| $299K | 0% | 4,751 -210 | -4% | -$13.2K |
