ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.16B
AUM Growth
+$907M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$38.1M
3
+$25M
4
WPC icon
W.P. Carey
WPC
+$24.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$17M

Top Sells

1
+$32.6M
2
+$13.7M
3
+$12.2M
4
SNPS icon
Synopsys
SNPS
+$10.3M
5
PLD icon
Prologis
PLD
+$10M

Sector Composition

1 Financials 16.08%
2 Healthcare 15.29%
3 Technology 14.97%
4 Consumer Staples 11.09%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40M 0.56%
652,790
+22,948
52
$39.9M 0.56%
927,109
-1,738
53
$39.5M 0.55%
386,472
+1,553
54
$39.1M 0.55%
277,729
+12,926
55
$39M 0.54%
431,019
-359,724
56
$38.8M 0.54%
167,671
-30,025
57
$38.1M 0.53%
+595,102
58
$38M 0.53%
830,628
+27,892
59
$37.7M 0.53%
899,925
+43,753
60
$37.5M 0.52%
596,234
+6,546
61
$35.6M 0.5%
781,239
+2,524
62
$35.3M 0.49%
367,611
+14,163
63
$34.4M 0.48%
94,070
+3,550
64
$34.3M 0.48%
1,045,320
+23,194
65
$32.7M 0.46%
2,235,360
+632,330
66
$31.4M 0.44%
385,744
+8,763
67
$30.7M 0.43%
202,142
+164,967
68
$30.4M 0.42%
374,896
-59,815
69
$28.9M 0.4%
234,636
-5,485
70
$28.4M 0.4%
1,133,260
+1,402
71
$28M 0.39%
1,985,404
+66,792
72
$28M 0.39%
73,093
+3,363
73
$27.8M 0.39%
86,916
-32,121
74
$26.7M 0.37%
281,281
+5,262
75
$26.6M 0.37%
165,373
+686
1 2
3
4 5