ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.16B
AUM Growth
+$907M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$38.1M
3
+$25M
4
WPC icon
W.P. Carey
WPC
+$24.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$17M

Top Sells

1
+$32.6M
2
+$13.7M
3
+$12.2M
4
SNPS icon
Synopsys
SNPS
+$10.3M
5
PLD icon
Prologis
PLD
+$10M

Sector Composition

1 Financials 16.08%
2 Healthcare 15.29%
3 Technology 14.97%
4 Consumer Staples 11.09%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$88.6K ﹤0.01%
+13,202
577
$87K ﹤0.01%
+11,933
578
$77.5K ﹤0.01%
+10,831
579
$75.3K ﹤0.01%
39,613
+26,269
580
$73.7K ﹤0.01%
11,586
-2,607
581
$71.2K ﹤0.01%
+20,228
582
$64.5K ﹤0.01%
21,071
-848
583
$49.1K ﹤0.01%
+17,546
584
$45.7K ﹤0.01%
+10,618
585
$44K ﹤0.01%
+721
586
$37.9K ﹤0.01%
255
587
$37.6K ﹤0.01%
+542
588
$37.3K ﹤0.01%
+19,853
589
$34.1K ﹤0.01%
4,165
-574
590
$30.6K ﹤0.01%
13,892
+807
591
$28.6K ﹤0.01%
+1,217
592
$27.6K ﹤0.01%
+18,417
593
$16.4K ﹤0.01%
13,150
-150
594
$5K ﹤0.01%
+10,047
595
$3.67K ﹤0.01%
10
596
– –
-5,938
597
– –
-12,309
598
– –
-6,647
599
– –
-26,997
600
– –
-2,284
22 23
24
25 26