ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Return
25.6%
This Quarter Return
+7.27%
1 Year Return
+25.6%
3 Year Return
+93.43%
5 Year Return
+180.96%
10 Year Return
+403.15%
AUM
$3.06B
AUM Growth
+$190M
(+6.6%)
Cap. Flow
+$34.9M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
18%
Holding
721
New
146
Increased
175
Reduced
225
Closed
169
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$36.9M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$36.1M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$18.4M |
| 4 |
Qualcomm
QCOM
|
$17M |
| 5 |
AT&T
T
|
$14.3M |
Top Sells
| 1 |
Chubb
CB
|
$21.8M |
| 2 |
MRO
Marathon Oil Corporation
MRO
|
$17.1M |
| 3 |
Gen Digital
GEN
|
$13.2M |
| 4 |
AGN
Allergan plc
AGN
|
$8.82M |
| 5 |
Brinker International
EAT
|
$8.2M |
Sector Composition
| 1 | Financials | 18.78% |
| 2 | Healthcare | 12.24% |
| 3 | Technology | 11.41% |
| 4 | Industrials | 10.42% |
| 5 | Consumer Staples | 9.32% |
