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
326
$1.12M 0.03%
+85,963
327
$1.12M 0.03%
30,914
-2,618
328
$1.11M 0.03%
10,826
-1,733
329
$1.09M 0.03%
31,084
-4,143
330
$1.09M 0.03%
17,922
-2,104
331
$1.09M 0.03%
34,298
-5,604
332
$1.06M 0.03%
+17,393
333
$1.06M 0.03%
+16,781
334
$1.05M 0.03%
+8,288
335
$1.04M 0.03%
37,444
-280
336
$1.03M 0.03%
42,962
-6,510
337
$1.03M 0.02%
9,516
+721
338
$1.02M 0.02%
+100,030
339
$1.01M 0.02%
+196,036
340
$1.01M 0.02%
87,341
-39,874
341
$1.01M 0.02%
22,623
-1,369
342
$1M 0.02%
+35,650
343
$1M 0.02%
40,450
-61,370
344
$999K 0.02%
+25,287
345
$992K 0.02%
61,192
+655
346
$989K 0.02%
15,530
-3,356
347
$985K 0.02%
+13,181
348
$978K 0.02%
57,848
-9,748
349
$975K 0.02%
11,522
-1,626
350
$973K 0.02%
21,358
-465
12 13
14
15 16