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
326
$458K 0.02%
+16,586
327
$455K 0.02%
+16,942
328
$455K 0.02%
+26,142
329
$454K 0.02%
+21,382
330
$452K 0.02%
+7,023
331
$452K 0.02%
+8,110
332
$452K 0.02%
+15,445
333
$450K 0.02%
+19,473
334
$449K 0.02%
+27,720
335
$448K 0.02%
+12,048
336
$448K 0.02%
+14,633
337
$447K 0.02%
+11,053
338
$446K 0.02%
+8,981
339
$445K 0.02%
+20,982
340
$445K 0.02%
+8,317
341
$443K 0.02%
+11,729
342
$442K 0.02%
+22,704
343
$442K 0.02%
+31,261
344
$440K 0.02%
+26,722
345
$439K 0.02%
+12,316
346
$439K 0.02%
+14,949
347
$439K 0.02%
+10,700
348
$438K 0.02%
+24,962
349
$438K 0.02%
+15,982
350
$438K 0.02%
+12,488
12 13
14
15 16