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
426
$344K 0.02%
+14,067
427
$334K 0.02%
+5,769
428
$327K 0.02%
+21,349
429
$326K 0.02%
+5,090
430
$326K 0.02%
+17,700
431
$325K 0.01%
+13,863
432
$324K 0.01%
+33,304
433
$322K 0.01%
+11,301
434
$322K 0.01%
+11,724
435
$318K 0.01%
+2,390
436
$318K 0.01%
+18,701
437
$317K 0.01%
+7,280
438
$316K 0.01%
+12,866
439
$316K 0.01%
+16,148
440
$316K 0.01%
+3,705
441
$316K 0.01%
+16,830
442
$314K 0.01%
+4,742
443
$313K 0.01%
+7,173
444
$310K 0.01%
+7,488
445
$308K 0.01%
+7,431
446
$308K 0.01%
+25,023
447
$307K 0.01%
+53,318
448
$305K 0.01%
+10,206
449
$305K 0.01%
+4,527
450
$301K 0.01%
+13,209
16 17
18
19 20