ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Return
25.6%
This Quarter Return
+2.09%
1 Year Return
+25.6%
3 Year Return
+93.43%
5 Year Return
+180.96%
10 Year Return
+403.15%
AUM
$3.15B
AUM Growth
+$93M
(+3%)
Cap. Flow
+$79.3M
Cap. Flow
% of AUM
2.52%
Top 10 Holdings %
Top 10 Hldgs %
18.22%
Holding
736
New
183
Increased
282
Reduced
114
Closed
140
Top Buys
| 1 |
International Paper
IP
|
$26.4M |
| 2 |
HP
HPQ
|
$21.1M |
| 3 |
FirstEnergy
FE
|
$19.9M |
| 4 |
Marathon Petroleum
MPC
|
$15.4M |
| 5 |
AT&T
T
|
$12.8M |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$38.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$36.4M |
| 3 |
ConocoPhillips
COP
|
$29.6M |
| 4 |
General Dynamics
GD
|
$23.3M |
| 5 |
RTX Corp
RTX
|
$17.5M |
Sector Composition
| 1 | Financials | 17.75% |
| 2 | Technology | 12.31% |
| 3 | Healthcare | 12% |
| 4 | Industrials | 10.56% |
| 5 | Consumer Staples | 9.49% |
