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
251
$755K 0.03%
+29,883
252
$753K 0.03%
+4,693
253
$750K 0.03%
+55,093
254
$739K 0.03%
+9,499
255
$733K 0.03%
+64,008
256
$733K 0.03%
+39,372
257
$728K 0.03%
+33,155
258
$720K 0.03%
+14,711
259
$699K 0.03%
+6,242
260
$683K 0.03%
+2,322
261
$680K 0.03%
+26,065
262
$679K 0.03%
+24,320
263
$676K 0.03%
+4,727
264
$675K 0.03%
+19,479
265
$672K 0.03%
+13,585
266
$668K 0.03%
+8,221
267
$666K 0.03%
+23,127
268
$665K 0.03%
+106,068
269
$660K 0.03%
+83,073
270
$651K 0.03%
+32,416
271
$644K 0.03%
+29,204
272
$642K 0.03%
+92,932
273
$641K 0.03%
+16,632
274
$640K 0.03%
+21,827
275
$631K 0.03%
+12,767
9 10
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