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
$4.15B
AUM Growth
-$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$33.7M
3
+$27.4M
4
PRU icon
Prudential Financial
PRU
+$16.3M
5
VZ icon
Verizon
VZ
+$14.6M

Top Sells

1
+$45.8M
2
+$29.4M
3
+$19.1M
4
DD icon
DuPont de Nemours
DD
+$11.4M
5
TGT icon
Target
TGT
+$9.51M

Sector Composition

1 Financials 16.98%
2 Healthcare 15.83%
3 Technology 13.47%
4 Consumer Staples 10.47%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.1M 0.05%
75,919
-1,267
227
$2.1M 0.05%
87,713
-14,691
228
$2.1M 0.05%
31,688
-3,351
229
$2.06M 0.05%
50,617
-2,884
230
$2.04M 0.05%
23,915
+645
231
$2.03M 0.05%
+86,519
232
$2.02M 0.05%
+50,178
233
$2.01M 0.05%
+15,054
234
$2.01M 0.05%
101,025
+5,076
235
$2M 0.05%
58,589
-5,849
236
$1.98M 0.05%
2,409
+1,046
237
$1.95M 0.05%
8,247
-545
238
$1.94M 0.05%
126,630
+40,264
239
$1.94M 0.05%
+81,973
240
$1.9M 0.05%
15,276
-852
241
$1.87M 0.05%
57,736
-6,121
242
$1.82M 0.04%
19,830
-4,429
243
$1.81M 0.04%
128,112
-13,835
244
$1.79M 0.04%
22,066
+531
245
$1.78M 0.04%
+39,489
246
$1.78M 0.04%
33,468
+620
247
$1.78M 0.04%
43,291
-2,969
248
$1.78M 0.04%
78,720
-34,865
249
$1.78M 0.04%
44,124
-646
250
$1.77M 0.04%
33,034
-3,691
8 9
10
11 12