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
251
$1.76M 0.04%
56,497
-4,267
252
$1.75M 0.04%
40,995
-34,289
253
$1.74M 0.04%
26,515
-2,089
254
$1.74M 0.04%
59,463
+10,774
255
$1.71M 0.04%
49,382
-368
256
$1.7M 0.04%
44,580
-9,597
257
$1.7M 0.04%
37,676
-5,163
258
$1.67M 0.04%
38,212
-12,266
259
$1.67M 0.04%
20,332
-4,754
260
$1.65M 0.04%
13,600
-298
261
$1.61M 0.04%
86,153
-22,666
262
$1.6M 0.04%
61,626
-6,225
263
$1.59M 0.04%
+36,315
264
$1.58M 0.04%
+19,052
265
$1.58M 0.04%
41,477
-9,225
266
$1.57M 0.04%
64,908
-11,546
267
$1.57M 0.04%
26,088
-1,311
268
$1.57M 0.04%
102,615
-21,669
269
$1.56M 0.04%
115,630
-7,725
270
$1.55M 0.04%
64,138
+30,317
271
$1.54M 0.04%
31,890
-4,061
272
$1.52M 0.04%
37,642
-6,986
273
$1.51M 0.04%
59,262
-3,634
274
$1.51M 0.04%
+87,819
275
$1.49M 0.04%
+46,626
9 10
11
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