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 11.6%
3 Industrials 10.7%
4 Healthcare 9.93%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$389K 0.02%
+11,390
402
$386K 0.02%
+20,536
403
$385K 0.02%
+9,831
404
$385K 0.02%
+10,281
405
$384K 0.02%
+18,296
406
$383K 0.02%
+6,708
407
$382K 0.02%
+2,168
408
$380K 0.02%
+3,436
409
$379K 0.02%
+17,787
410
$376K 0.02%
+6,738
411
$374K 0.02%
+41,620
412
$374K 0.02%
+7,421
413
$373K 0.02%
+14,039
414
$371K 0.02%
+20,113
415
$368K 0.02%
+20,411
416
$367K 0.02%
+11,498
417
$366K 0.02%
+21,196
418
$357K 0.02%
+8,287
419
$356K 0.02%
+19,017
420
$352K 0.02%
+10,687
421
$352K 0.02%
+10,608
422
$352K 0.02%
+9,540
423
$351K 0.02%
+4,865
424
$350K 0.02%
+17,019
425
$344K 0.02%
+13,034
15 16
17
18 19