ZIM

Zacks Investment Management Portfolio holdings

AUM $10.7B
This Quarter Return
+0.06%
1 Year Return
+15.46%
3 Year Return
+53.51%
5 Year Return
+196.15%
10 Year Return
+350.96%
AUM
$10.7B
AUM Growth
-$91.5M
Cap. Flow
+$150M
Cap. Flow %
1.41%
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

1Technology20.99%
2Financials17.45%
3Healthcare12.16%
4Industrials10.24%
5Consumer Staples8.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$296K﹤0.01%
+2,767
 New
+$296K
$296K﹤0.01% 3,036
-38,748
-93%
-$3.78M
$294K﹤0.01% 1,135
+23
+2%
+$5.95K
$291K﹤0.01% 1,132
-269
-19%
-$69.2K
$290K﹤0.01% 667
-25
-4%
-$10.9K
$289K﹤0.01% 5,690
+5
+0.1%
+$254
$285K﹤0.01% 48,645
+23,345
+92%
+$137K
$285K﹤0.01% 148––
$285K﹤0.01% 7,050
-3,889
-36%
-$157K
$285K﹤0.01% 419
+96
+30%
+$65.2K
$284K﹤0.01% 7,334
-946
-11%
-$36.7K
$283K﹤0.01% 1,605
-6
-0.4%
-$1.06K
$282K﹤0.01%
+5,359
 New
+$282K
$282K﹤0.01%
+13,677
 New
+$282K
$280K﹤0.01% 1,443
-2,079
-59%
-$403K
$280K﹤0.01% 3,921
-374
-9%
-$26.7K
$277K﹤0.01%
+7,927
 New
+$277K
$274K﹤0.01% 2,936
-778
-21%
-$72.7K
$273K﹤0.01%
+2,750
 New
+$273K
$273K﹤0.01% 1,031
+78
+8%
+$20.6K
$269K﹤0.01% 891
+152
+21%
+$45.9K
$266K﹤0.01% 807
+32
+4%
+$10.5K
$264K﹤0.01% 6,714
-88
-1%
-$3.46K
$264K﹤0.01%
+933
 New
+$264K
$261K﹤0.01% 5,899
-228
-4%
-$10.1K
1 212223242532