ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Return
25.6%
This Quarter Return
+11.91%
1 Year Return
+25.6%
3 Year Return
+93.43%
5 Year Return
+180.96%
10 Year Return
+403.15%
AUM
$7.11B
AUM Growth
+$777M
(+12%)
Cap. Flow
+$166M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
21.01%
Holding
706
New
112
Increased
260
Reduced
201
Closed
107
Top Buys
| 1 |
Bank of New York Mellon
BK
|
$36.3M |
| 2 |
Evergy
EVRG
|
$34.8M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$30.2M |
| 4 |
Merck
MRK
|
$19.9M |
| 5 |
EPAM Systems
EPAM
|
$13.7M |
Top Sells
| 1 |
Thomson Reuters
TRI
|
$38M |
| 2 |
Air Products & Chemicals
APD
|
$32.7M |
| 3 |
Skyworks Solutions
SWKS
|
$12M |
| 4 |
Align Technology
ALGN
|
$9.92M |
| 5 |
Lockheed Martin
LMT
|
$9.47M |
Sector Composition
| 1 | Technology | 20.06% |
| 2 | Financials | 16% |
| 3 | Healthcare | 12.84% |
| 4 | Consumer Staples | 10.25% |
| 5 | Consumer Discretionary | 8.58% |
