ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Return
25.6%
This Quarter Return
+12.9%
1 Year Return
+25.6%
3 Year Return
+93.43%
5 Year Return
+180.96%
10 Year Return
+403.15%
AUM
$9.38B
AUM Growth
+$1.26B
(+16%)
Cap. Flow
+$450M
Cap. Flow
% of AUM
4.8%
Top 10 Holdings %
Top 10 Hldgs %
24.05%
Holding
730
New
120
Increased
375
Reduced
114
Closed
101
Top Buys
| 1 |
American Electric Power
AEP
|
$33.7M |
| 2 |
Nucor
NUE
|
$27.8M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$25.6M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$22.4M |
| 5 |
Netflix
NFLX
|
$20.1M |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$52.1M |
| 2 |
Evergy
EVRG
|
$30M |
| 3 |
Gilead Sciences
GILD
|
$28.5M |
| 4 |
Mondelez International
MDLZ
|
$28.1M |
| 5 |
Prologis
PLD
|
$14M |
Sector Composition
| 1 | Technology | 21.92% |
| 2 | Financials | 15.45% |
| 3 | Healthcare | 11.24% |
| 4 | Industrials | 10.19% |
| 5 | Consumer Discretionary | 9.05% |
