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
201
$4.35M 0.06%
31,814
-14,470
202
$4.31M 0.06%
114,384
-8,090
203
$4.3M 0.06%
37,169
-2,459
204
$4.25M 0.06%
40,953
-419
205
$4.24M 0.06%
14,685
+1,043
206
$4.23M 0.06%
112,655
+27,450
207
$4.09M 0.06%
72,690
-1,545
208
$4.08M 0.06%
103,178
-1,314
209
$4.07M 0.06%
132,696
-5,252
210
$3.95M 0.06%
22,675
-512
211
$3.91M 0.05%
28,452
+1,915
212
$3.88M 0.05%
1,575
-56
213
$3.87M 0.05%
+241,975
214
$3.85M 0.05%
+116,974
215
$3.72M 0.05%
26,544
-10,409
216
$3.7M 0.05%
82,185
-2,410
217
$3.69M 0.05%
+25,623
218
$3.69M 0.05%
+356,415
219
$3.67M 0.05%
16,088
-4,447
220
$3.67M 0.05%
72,825
-16,942
221
$3.64M 0.05%
+188,502
222
$3.56M 0.05%
51,466
-195
223
$3.5M 0.05%
8,733
-420
224
$3.4M 0.05%
30,173
-88,815
225
$3.4M 0.05%
+43,989
7 8
9
10 11