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
301
$1.29M 0.03%
21,184
-6
302
$1.29M 0.03%
+15,183
303
$1.29M 0.03%
20,388
+242
304
$1.29M 0.03%
267,133
-38,575
305
$1.29M 0.03%
46,799
-5,095
306
$1.27M 0.03%
33,417
-2,799
307
$1.27M 0.03%
4,765
+162
308
$1.26M 0.03%
69,734
-10,311
309
$1.26M 0.03%
+16,481
310
$1.26M 0.03%
18,657
-4,259
311
$1.25M 0.03%
44,038
-3,396
312
$1.24M 0.03%
+20,623
313
$1.23M 0.03%
+110,569
314
$1.23M 0.03%
20,787
-1,024
315
$1.2M 0.03%
45,480
-5,094
316
$1.2M 0.03%
65,166
-7,751
317
$1.19M 0.03%
20,113
-871
318
$1.19M 0.03%
12,679
-11,759
319
$1.18M 0.03%
29,725
+2,162
320
$1.18M 0.03%
35,411
-6,948
321
$1.16M 0.03%
52,662
-23,427
322
$1.16M 0.03%
+1,003
323
$1.15M 0.03%
43,924
-29,627
324
$1.13M 0.03%
+17,463
325
$1.13M 0.03%
21,750
-2,418
11 12
13
14 15