ZIM
Zacks Investment Management Portfolio holdings
AUM $10.7B
AUM
$10.7B
AUM Growth
-$91.5M (-0.9%)
Cap. Flow
+$372M
Cap. Flow % of AUM
3.48%
Top 10 Holdings %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
| 1 | Technology | 21.04% |
| 2 | Financials | 17.45% |
| 3 | Healthcare | 12.16% |
| 4 | Industrials | 10.25% |
| 5 | Consumer Staples | 8.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.63K | 0% | 14,000 | – | – | |||
| $0 | 0% | 0 -5,416 | Closed | – | |||
| $0 | 0% | 0 -2,422 | Closed | – | |||
| $0 | 0% | 0 -7,500 | Closed | – | |||
| $0 | 0% | 0 -2,828 | Closed | – | |||
| $0 | 0% | 0 -7,435 | Closed | – | |||
| $0 | 0% | 0 -12,585 | Closed | – | |||
| $0 | 0% | 0 -64,097 | Closed | – | |||
| $0 | 0% | 0 -27,294 | Closed | – | |||
| $0 | 0% | 0 -30,741 | Closed | – | |||
| $0 | 0% | 0 -13,966 | Closed | – | |||
| $0 | 0% | 0 -16,421 | Closed | – | |||
| $0 | 0% | 0 -2,934 | Closed | – | |||
| $0 | 0% | 0 -632 | Closed | – | |||
| $0 | 0% | 0 -65,647 | Closed | – | |||
| $0 | 0% | 0 -35,996 | Closed | – | |||
| $0 | 0% | 0 -9,001 | Closed | – | |||
| $0 | 0% | 0 -3,522 | Closed | – | |||
| $0 | 0% | 0 -6,228 | Closed | – | |||
| $0 | 0% | 0 -128,863 | Closed | – | |||
| $0 | 0% | 0 -27,257 | Closed | – | |||
| $0 | 0% | 0 -16,114 | Closed | – | |||
| $0 | 0% | 0 -24,671 | Closed | – | |||
| $0 | 0% | 0 -36,194 | Closed | – | |||
| $0 | 0% | 0 -2,986 | Closed | – |
