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
376
$859K 0.02%
6,136
-143
377
$855K 0.02%
27,039
-3,642
378
$854K 0.02%
27,488
-4
379
$853K 0.02%
+66,740
380
$840K 0.02%
+14,120
381
$839K 0.02%
19,711
+3,301
382
$831K 0.02%
32,234
-1,526
383
$820K 0.02%
60,144
-13,006
384
$815K 0.02%
+16,516
385
$813K 0.02%
13,733
-1,660
386
$796K 0.02%
465,689
-46,274
387
$793K 0.02%
+28,186
388
$791K 0.02%
5,532
-717
389
$791K 0.02%
13,892
-516,419
390
$791K 0.02%
8,453
-1,795
391
$788K 0.02%
26,435
-3,171
392
$786K 0.02%
22,574
-2,380
393
$767K 0.02%
+5,985
394
$766K 0.02%
+38,383
395
$765K 0.02%
+65,910
396
$752K 0.02%
+9,192
397
$748K 0.02%
21,595
-4,011
398
$745K 0.02%
4,788
-783
399
$733K 0.02%
+9,217
400
$725K 0.02%
45,731
-33,539
14 15
16
17 18