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
151
$8.17M 0.11%
243,649
+3,360
152
$8.08M 0.11%
+14,534
153
$8.04M 0.11%
+204,236
154
$7.95M 0.11%
30,867
+414
155
$7.92M 0.11%
295,995
+5,309
156
$7.81M 0.11%
35,374
+32,672
157
$7.75M 0.11%
21,814
+543
158
$7.63M 0.11%
157,649
+100,767
159
$7.45M 0.1%
23,259
+738
160
$7.42M 0.1%
+63,927
161
$7.42M 0.1%
90,746
+81,891
162
$7.39M 0.1%
242,034
+214,384
163
$7.32M 0.1%
30,320
+408
164
$7.12M 0.1%
90,318
+1,931
165
$6.82M 0.1%
139,126
-854
166
$6.59M 0.09%
24,867
+74
167
$6.44M 0.09%
45,222
-215
168
$6.34M 0.09%
89,088
-2,540
169
$6.3M 0.09%
93,403
+64,290
170
$6.26M 0.09%
+117,094
171
$6.18M 0.09%
249,862
-3,873
172
$6.16M 0.09%
+93,887
173
$6.1M 0.09%
181,268
-3,214
174
$6.01M 0.08%
17,851
-83
175
$6M 0.08%
52,594
-351
5 6
7
8 9