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
$2.18B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$41M
3
+$40.8M
4
T icon
AT&T
T
+$38.8M
5
HD icon
Home Depot
HD
+$38.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.12%
2 Technology 11.6%
3 Industrials 10.7%
4 Healthcare 9.93%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$943K 0.04%
+28,478
227
$942K 0.04%
+10,287
228
$936K 0.04%
+113,092
229
$934K 0.04%
+37,088
230
$933K 0.04%
+14,225
231
$915K 0.04%
+16,391
232
$912K 0.04%
+20,563
233
$910K 0.04%
+12,553
234
$886K 0.04%
+11,719
235
$884K 0.04%
+31,244
236
$872K 0.04%
+24,894
237
$868K 0.04%
+13,126
238
$866K 0.04%
+48,058
239
$859K 0.04%
+40,782
240
$858K 0.04%
+23,509
241
$854K 0.04%
+7,172
242
$853K 0.04%
+35,085
243
$839K 0.04%
+25,365
244
$825K 0.04%
+27,722
245
$818K 0.04%
+20,002
246
$816K 0.04%
+20,441
247
$813K 0.04%
+19,672
248
$806K 0.04%
+20,958
249
$771K 0.04%
+6,739
250
$760K 0.03%
+10,354
8 9
10
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