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
451
$421K 0.01%
4,399
-472
452
$420K 0.01%
+2,210
453
$415K 0.01%
8,225
-3,415
454
$415K 0.01%
3,338
+1,452
455
$412K 0.01%
3,816
-105,649
456
$399K 0.01%
2,750
+1
457
$390K 0.01%
15,881
-6,651
458
$382K 0.01%
+9,950
459
$360K 0.01%
+35,773
460
$359K 0.01%
21,861
-1,968
461
$356K 0.01%
2,387
+5
462
$333K 0.01%
1,360
-16,290
463
$325K 0.01%
+10,350
464
$324K 0.01%
5,189
-6,037
465
$308K 0.01%
7,096
+748
466
$306K 0.01%
10,856
-25,318
467
$306K 0.01%
+10,000
468
$292K 0.01%
+4,289
469
$292K 0.01%
+5,302
470
$282K 0.01%
+6,163
471
$268K 0.01%
18,163
-8,886
472
$237K 0.01%
11,424
-642
473
$231K 0.01%
5,912
-6,259
474
$230K 0.01%
3,952
-400
475
$228K 0.01%
+4,269
17 18
19
20 21