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
401
$713K 0.02%
13,417
-1,722
402
$709K 0.02%
2,818
+66
403
$684K 0.02%
19,020
-2,217
404
$683K 0.02%
+13,764
405
$670K 0.02%
69,770
-19,006
406
$660K 0.02%
17,839
-5,901
407
$660K 0.02%
34,329
-13,574
408
$659K 0.02%
+16,642
409
$653K 0.02%
50,523
-10,490
410
$653K 0.02%
+9,104
411
$653K 0.02%
15,026
-3,531
412
$648K 0.02%
18,242
-8,130
413
$646K 0.02%
+14,799
414
$638K 0.02%
74,599
-5,720
415
$632K 0.02%
5,159
-395
416
$628K 0.02%
+9,966
417
$627K 0.02%
29,540
-4,607
418
$622K 0.02%
+27,776
419
$617K 0.01%
31,681
-5,282
420
$609K 0.01%
24,562
-4,194
421
$598K 0.01%
22,783
-41,324
422
$597K 0.01%
9,328
-640
423
$592K 0.01%
85,601
+16,124
424
$590K 0.01%
19,601
425
$574K 0.01%
3,092
-357
15 16
17
18 19