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
26
$16.3M 0.75%
+89,416
27
$15.6M 0.71%
+137,056
28
$15.5M 0.71%
+447,909
29
$15.4M 0.71%
+369,814
30
$15.1M 0.69%
+175,881
31
$14.8M 0.68%
+679,897
32
$14.7M 0.67%
+225,880
33
$14.5M 0.67%
+295,407
34
$14.5M 0.66%
+427,638
35
$14.3M 0.66%
+957,771
36
$14.3M 0.66%
+683,750
37
$14.2M 0.65%
+344,105
38
$14.1M 0.65%
+151,800
39
$14.1M 0.65%
+174,695
40
$13.8M 0.64%
+288,345
41
$13.6M 0.62%
+575,503
42
$13.4M 0.62%
+389,362
43
$13.4M 0.61%
+460,974
44
$13.1M 0.6%
+701,381
45
$13.1M 0.6%
+146,574
46
$13M 0.6%
+120,183
47
$13M 0.6%
+478,265
48
$13M 0.6%
+205,482
49
$12.9M 0.59%
+262,712
50
$12.7M 0.58%
+165,068
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