ZIM
Zacks Investment Management Portfolio holdings
AUM
$12.6B
1-Year Est. Return
26.15%
1 Year Est. Return
+26.15%
AUM
$12.6B
AUM Growth
+$864M
(+7.4%)
Holding
858
Top Buys
| 1 | +$99M | |
| 2 | +$66.4M | |
| 3 | +$37.7M | |
| 4 |
UnitedHealth
UNH
|
+$30M |
| 5 |
Apple
AAPL
|
+$21.3M |
Top Sells
| 1 | +$69.5M | |
| 2 | +$61.5M | |
| 3 | +$40.5M | |
| 4 |
Huntington Bancshares
HBAN
|
+$35.9M |
| 5 |
Southern Company
SO
|
+$24.1M |
Sector Composition
| 1 | Technology | 24.76% |
| 2 | Financials | 17.1% |
| 3 | Industrials | 11.62% |
| 4 | Healthcare | 10.15% |
| 5 | Communication Services | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Unisys
UIS
$229M
| – | – |
-217,345
|
|
||
852
Unity Bancorp
UNTY
$539M
| – | – |
-9,255
|
|
||
853
United Rentals
URI
$58.6B
| – | – |
-274
|
|
||
854
US Physical Therapy
USPH
$1.31B
| – | – |
-42,978
|
|
||
855
Vanguard Dividend Appreciation ETF
VIG
$105B
| – | – |
-1,043
|
|
||
856
Valley National Bancorp
VLY
$6.6B
| – | – |
-10,905
|
|
||
857
Xcel Energy
XEL
$44.7B
| – | – |
-3,216
|
|
||
858
State Street Health Care Select Sector SPDR ETF
XLV
$41B
| – | – |
-1,714
|
|