ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
This Quarter Return
+12.78%
1 Year Return
+25.6%
3 Year Return
+93.43%
5 Year Return
+180.96%
10 Year Return
+403.15%
AUM
$7.16B
AUM Growth
+$7.16B
(+14%)
Cap. Flow
+$307M
Cap. Flow
% of AUM
4.29%
Top 10 Holdings %
Top 10 Hldgs %
22.44%
Holding
689
New
114
Increased
215
Reduced
250
Closed
93
Top Buys
| 1 |
Ford
F
|
$48M |
| 2 |
Johnson Controls International
JCI
|
$38.1M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$25M |
| 4 |
W.P. Carey
WPC
|
$24.1M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$17M |
Top Sells
| 1 |
WEC Energy
WEC
|
$32.6M |
| 2 |
Salesforce
CRM
|
$13.7M |
| 3 |
Assurant
AIZ
|
$12.2M |
| 4 |
Synopsys
SNPS
|
$10.3M |
| 5 |
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% |
