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 11.22%
3 Industrials 11.08%
4 Healthcare 9.93%
5 Consumer Staples 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$436K 0.02%
+9,680
352
$435K 0.02%
+10,221
353
$435K 0.02%
+9,047
354
$435K 0.02%
+25,867
355
$435K 0.02%
+11,052
356
$434K 0.02%
+19,655
357
$433K 0.02%
+12,709
358
$432K 0.02%
+4,077
359
$431K 0.02%
+13,040
360
$429K 0.02%
+7,099
361
$429K 0.02%
+3,818
362
$426K 0.02%
+8,836
363
$425K 0.02%
+36,140
364
$425K 0.02%
+6,186
365
$424K 0.02%
+16,265
366
$422K 0.02%
+14,092
367
$422K 0.02%
+8,156
368
$421K 0.02%
+9,749
369
$419K 0.02%
+34,701
370
$418K 0.02%
+6,628
371
$418K 0.02%
+6,290
372
$417K 0.02%
+10,394
373
$417K 0.02%
+14,614
374
$416K 0.02%
+9,721
375
$416K 0.02%
+28,342
13 14
15
16 17