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
276
$624K 0.03%
+6,572
277
$616K 0.03%
+1,606
278
$609K 0.03%
+27,589
279
$593K 0.03%
+7,561
280
$589K 0.03%
+13,148
281
$585K 0.03%
+8,931
282
$582K 0.03%
+7,097
283
$582K 0.03%
+23,383
284
$581K 0.03%
+10,792
285
$577K 0.03%
+34,194
286
$577K 0.03%
+1,095
287
$577K 0.03%
+78,629
288
$572K 0.03%
+26,396
289
$562K 0.03%
+43,635
290
$560K 0.03%
+72,330
291
$557K 0.03%
+20,851
292
$557K 0.03%
+6,861
293
$548K 0.03%
+7,989
294
$546K 0.03%
+6,448
295
$544K 0.03%
+10,873
296
$537K 0.02%
+15,483
297
$537K 0.02%
+32,003
298
$532K 0.02%
+8,554
299
$532K 0.02%
+13,255
300
$525K 0.02%
+4,683
10 11
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