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
426
$558K 0.01%
+42,171
427
$558K 0.01%
+6,228
428
$552K 0.01%
11,312
-1,670
429
$551K 0.01%
6,582
-23,342
430
$547K 0.01%
14,139
-25
431
$540K 0.01%
+18,151
432
$540K 0.01%
+11,777
433
$527K 0.01%
2,777
-852
434
$518K 0.01%
2,916
-864
435
$518K 0.01%
12,863
-2,706
436
$511K 0.01%
+19,666
437
$508K 0.01%
+16,562
438
$503K 0.01%
32,545
-5,356
439
$498K 0.01%
22,175
-8,143
440
$498K 0.01%
+2,642
441
$484K 0.01%
73,677
+21
442
$481K 0.01%
13,987
-1,581
443
$481K 0.01%
+10,871
444
$478K 0.01%
+19,298
445
$471K 0.01%
65,010
-5,045
446
$468K 0.01%
+9,938
447
$465K 0.01%
+8,198
448
$457K 0.01%
80,136
-59
449
$434K 0.01%
14,459
-75,643
450
$425K 0.01%
+10,010
16 17
18
19 20