ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Return
25.6%
This Quarter Return
+6.05%
1 Year Return
+25.6%
3 Year Return
+93.43%
5 Year Return
+180.96%
10 Year Return
+403.15%
AUM
$3.48B
AUM Growth
-$50.9M
(-1.4%)
Cap. Flow
-$187M
Cap. Flow
% of AUM
-5.36%
Top 10 Holdings %
Top 10 Hldgs %
19.15%
Holding
821
New
179
Increased
141
Reduced
289
Closed
187
Top Buys
| 1 |
RTX Corp
RTX
|
$29M |
| 2 |
Crown Castle
CCI
|
$19.7M |
| 3 |
UnitedHealth
UNH
|
$17.8M |
| 4 |
SPLS
Staples Inc
SPLS
|
$16.7M |
| 5 |
Allison Transmission
ALSN
|
$14.6M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$46.9M |
| 2 |
General Motors
GM
|
$23.4M |
| 3 |
AT&T
T
|
$16.8M |
| 4 |
JPMorgan Chase
JPM
|
$12.1M |
| 5 |
CVS Health
CVS
|
$12.1M |
Sector Composition
| 1 | Financials | 20.43% |
| 2 | Technology | 14.13% |
| 3 | Industrials | 11.12% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Staples | 9.53% |
