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
351
$970K 0.02%
9,464
-300
352
$961K 0.02%
12,191
-6,840
353
$948K 0.02%
18,123
+6,696
354
$940K 0.02%
+59,482
355
$939K 0.02%
+40,705
356
$930K 0.02%
49,575
-22,208
357
$930K 0.02%
30,756
-3,397
358
$928K 0.02%
23,002
-22,657
359
$922K 0.02%
4,964
-102
360
$921K 0.02%
+15,910
361
$914K 0.02%
197,425
-13,836
362
$912K 0.02%
2,806
+83
363
$899K 0.02%
7,187
-2,319
364
$897K 0.02%
34,042
-3,885
365
$893K 0.02%
+13,396
366
$888K 0.02%
78,251
+31,722
367
$884K 0.02%
11,472
-1,184
368
$883K 0.02%
+27,669
369
$880K 0.02%
29,212
-53,011
370
$871K 0.02%
+19,799
371
$867K 0.02%
8,430
-2,802
372
$863K 0.02%
35,468
-2,198
373
$862K 0.02%
6,804
-243
374
$860K 0.02%
9,630
-1,018
375
$859K 0.02%
10,371
-4,446
13 14
15
16 17