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
176
$5.94M 0.08%
96,221
-8,306
177
$5.94M 0.08%
41,364
-181
178
$5.91M 0.08%
49,464
+1,091
179
$5.84M 0.08%
45,091
+1,080
180
$5.78M 0.08%
92,112
-85,799
181
$5.68M 0.08%
59,971
+3,982
182
$5.66M 0.08%
18,339
+2,749
183
$5.54M 0.08%
63,263
+555
184
$5.53M 0.08%
101,492
+14,940
185
$5.32M 0.07%
87,621
-7,035
186
$5.31M 0.07%
38,305
-939
187
$5.21M 0.07%
52,216
+191
188
$5.2M 0.07%
26,118
-591
189
$5.16M 0.07%
73,916
+740
190
$5.15M 0.07%
60,405
-56,992
191
$5.02M 0.07%
28,851
-417
192
$5.01M 0.07%
44,602
+2,204
193
$4.82M 0.07%
151,457
+36,471
194
$4.72M 0.07%
72,823
-7,029
195
$4.66M 0.07%
44,846
-4,319
196
$4.57M 0.06%
90,116
+31,505
197
$4.51M 0.06%
28,855
-201
198
$4.44M 0.06%
38,611
-1,115
199
$4.38M 0.06%
58,231
-40,436
200
$4.36M 0.06%
34,805
-980
6 7
8
9 10