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
276
$1.47M 0.04%
+62,031
277
$1.45M 0.04%
52,024
+824
278
$1.43M 0.03%
36,238
-7,543
279
$1.43M 0.03%
+21,983
280
$1.42M 0.03%
+136,935
281
$1.41M 0.03%
+20,916
282
$1.41M 0.03%
8,828
-1,895
283
$1.4M 0.03%
56,065
-1,818
284
$1.4M 0.03%
56,906
-1,532
285
$1.39M 0.03%
70,872
-16,491
286
$1.38M 0.03%
+69,680
287
$1.38M 0.03%
39,028
-5,696
288
$1.37M 0.03%
+55,142
289
$1.36M 0.03%
+10,382
290
$1.36M 0.03%
42,538
+37,423
291
$1.35M 0.03%
52,320
-7,571
292
$1.33M 0.03%
26,820
+1,570
293
$1.33M 0.03%
32,834
+3,476
294
$1.32M 0.03%
+14,453
295
$1.31M 0.03%
18,159
+3,511
296
$1.31M 0.03%
1,259
-70
297
$1.31M 0.03%
18,871
+4,114
298
$1.3M 0.03%
22,109
-4,519
299
$1.3M 0.03%
+64,222
300
$1.3M 0.03%
6,971
-226
10 11
12
13 14