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
376
$415K 0.02%
+13,428
377
$415K 0.02%
+38,922
378
$415K 0.02%
+5,220
379
$415K 0.02%
+11,454
380
$414K 0.02%
+6,188
381
$413K 0.02%
+33,963
382
$412K 0.02%
+37,447
383
$411K 0.02%
+3,309
384
$411K 0.02%
+29,411
385
$410K 0.02%
+19,496
386
$409K 0.02%
+13,416
387
$408K 0.02%
+8,573
388
$407K 0.02%
+11,839
389
$404K 0.02%
+14,374
390
$404K 0.02%
+7,890
391
$403K 0.02%
+11,579
392
$402K 0.02%
+3,064
393
$401K 0.02%
+7,296
394
$399K 0.02%
+21,384
395
$399K 0.02%
+5,741
396
$397K 0.02%
+12,913
397
$395K 0.02%
+17,522
398
$393K 0.02%
+33,759
399
$392K 0.02%
+22,357
400
$391K 0.02%
+57,921
14 15
16
17 18