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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -4,072 | Closed | – | |||
| $0 | 0% | 0 -3,629 | Closed | – | |||
| $0 | 0% | 0 -3,773 | Closed | – | |||
| $0 | 0% | 0 -8,660 | Closed | – | |||
| $0 | 0% | 0 -7,046 | Closed | – | |||
| $0 | 0% | 0 -257,767 | Closed | – | |||
| $0 | 0% | 0 -20,519 | Closed | – | |||
| $0 | 0% | 0 -4,712 | Closed | – | |||
| $0 | 0% | 0 -216,102 | Closed | – | |||
| $0 | 0% | 0 -32,685 | Closed | – | |||
| $0 | 0% | 0 -9,078 | Closed | – | |||
| $0 | 0% | 0 -392,640 | Closed | – | |||
| $0 | 0% | 0 -26,551 | Closed | – | |||
| $0 | 0% | 0 -65,323 | Closed | – | |||
| $0 | 0% | 0 -20,776 | Closed | – | |||
| $0 | 0% | 0 -70,640 | Closed | – | |||
| $0 | 0% | 0 -281,762 | Closed | – | |||
| $0 | 0% | 0 -12,342 | Closed | – | |||
| $0 | 0% | 0 -10,573 | Closed | – | |||
| $0 | 0% | 0 -1,619 | Closed | – | |||
| $0 | 0% | 0 -91,433 | Closed | – | |||
| $0 | 0% | 0 -12,044 | Closed | – | |||
| $0 | 0% | 0 -3,498 | Closed | – | |||
| $0 | 0% | 0 -1,023 | Closed | – | |||
| $0 | 0% | 0 -29,813 | Closed | – |
