ZIM

Zacks Investment Management Portfolio holdings

AUM $10.7B
This Quarter Return
+0.06%
1 Year Return
+15.46%
3 Year Return
+53.51%
5 Year Return
+196.15%
10 Year Return
+350.96%
AUM
$10.7B
AUM Growth
-$91.5M
Cap. Flow
+$150M
Cap. Flow %
1.41%
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

Sector Composition

1Technology20.99%
2Financials17.45%
3Healthcare12.16%
4Industrials10.24%
5Consumer Staples8.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-3,062
Closed
-$510K
-33,300
Closed
-$49K
-6,670
Closed
-$244K
-13,591
Closed
-$368K
-36,113
Closed
-$178K
-17,015
Closed
-$3.83M
-25,194
Closed
-$3.94M
-15,466
Closed
-$654K
-101,396
Closed
-$8.65M
-10,726
Closed
-$1.5M
-50,683
Closed
-$1.04M
-3,569
Closed
-$210K
-42,948
Closed
-$2.27M
-545
Closed
-$283K
-49,415
Closed
-$6.08M
-11,310
Closed
-$73.9K
-107,937
Closed
-$6.93M
-2,715
Closed
-$289K
-11,750
Closed
-$138K
-9,969
Closed
-$262K
-3,210
Closed
-$254K
-4,840
Closed
-$278K
-2,939
Closed
-$998K
-1,303
Closed
-$201K
-17,212
Closed
-$462K