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
301
$525K 0.02%
+73,666
302
$520K 0.02%
+6,672
303
$511K 0.02%
+28,150
304
$510K 0.02%
+9,361
305
$508K 0.02%
+12,007
306
$508K 0.02%
+14,548
307
$506K 0.02%
+24,769
308
$505K 0.02%
+17,197
309
$505K 0.02%
+8,087
310
$504K 0.02%
+6,020
311
$504K 0.02%
+9,970
312
$495K 0.02%
+9,998
313
$494K 0.02%
+17,995
314
$489K 0.02%
+20,420
315
$479K 0.02%
+7,329
316
$479K 0.02%
+19,146
317
$477K 0.02%
+31,924
318
$477K 0.02%
+24,100
319
$474K 0.02%
+17,370
320
$473K 0.02%
+8,264
321
$469K 0.02%
+18,876
322
$463K 0.02%
+32,569
323
$462K 0.02%
+6,158
324
$460K 0.02%
+6,553
325
$459K 0.02%
+7,510
11 12
13
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