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
126
$11.9M 0.17%
183,679
+11,574
127
$11.9M 0.17%
34,210
-890
128
$11.9M 0.17%
48,591
+691
129
$11.7M 0.16%
368,682
+5,074
130
$11.4M 0.16%
511,310
+282,025
131
$11M 0.15%
73,803
+35,642
132
$10.9M 0.15%
164,201
-124,894
133
$10.6M 0.15%
231,782
+807
134
$10.3M 0.14%
91,114
+55,400
135
$10.2M 0.14%
115,363
+484
136
$10M 0.14%
115,186
-3,435
137
$9.86M 0.14%
392,534
+310,944
138
$9.85M 0.14%
+41,247
139
$9.6M 0.13%
513,829
+405,304
140
$9.56M 0.13%
+91,422
141
$9.15M 0.13%
224,882
-304
142
$9.04M 0.13%
186,805
+21,810
143
$8.98M 0.13%
59,883
-23,024
144
$8.79M 0.12%
26,141
+4,245
145
$8.58M 0.12%
50,180
+2,062
146
$8.34M 0.12%
274,868
+220,952
147
$8.29M 0.12%
55,402
+2,464
148
$8.29M 0.12%
16,185
+751
149
$8.28M 0.12%
+103,960
150
$8.21M 0.11%
89,677
-23,976
4 5
6
7 8