ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Return
25.6%
This Quarter Return
+7.55%
1 Year Return
+25.6%
3 Year Return
+93.43%
5 Year Return
+180.96%
10 Year Return
+403.15%
AUM
$7.97B
AUM Growth
+$504M
(+6.8%)
Cap. Flow
+$119M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
23.34%
Holding
746
New
120
Increased
264
Reduced
215
Closed
111
Top Buys
| 1 |
CSX Corp
CSX
|
$56.1M |
| 2 |
Vail Resorts
MTN
|
$32.1M |
| 3 |
Danaher
DHR
|
$26.1M |
| 4 |
Amazon
AMZN
|
$22.4M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$17.6M |
Top Sells
| 1 |
CVS Health
CVS
|
$45.3M |
| 2 |
FirstEnergy
FE
|
$35.1M |
| 3 |
Celanese
CE
|
$32.4M |
| 4 |
Arista Networks
ANET
|
$17.2M |
| 5 |
LSI
Life Storage, Inc.
LSI
|
$17.2M |
Sector Composition
| 1 | Technology | 20.03% |
| 2 | Financials | 13.34% |
| 3 | Healthcare | 13.22% |
| 4 | Consumer Staples | 10.84% |
| 5 | Consumer Discretionary | 9.2% |
