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
26
$45.1M 1.09%
2,204,952
-21,161
27
$44M 1.06%
483,540
-2,056
28
$42.9M 1.03%
941,829
-2,682
29
$42.9M 1.03%
905,213
-2,247
30
$42.7M 1.03%
640,245
+112,120
31
$41.5M 1%
1,051,568
+49,376
32
$40.8M 0.98%
553,205
+1,029
33
$38.4M 0.93%
416,212
-7,140
34
$37.6M 0.91%
234,812
-16,312
35
$37.2M 0.9%
635,483
+583
36
$36.8M 0.89%
317,836
-504
37
$36.1M 0.87%
345,576
-9,740
38
$34.3M 0.83%
131,001
-216
39
$34.1M 0.82%
681,044
+44,326
40
$34.1M 0.82%
690,122
-30,322
41
$33.9M 0.82%
305,116
+303,155
42
$33.2M 0.8%
133,451
-807
43
$32.4M 0.78%
2,108,899
-210,015
44
$31.2M 0.75%
796,574
-609
45
$31M 0.75%
494,867
-33,231
46
$30.9M 0.75%
592,100
+67,780
47
$30.8M 0.74%
770,312
-18,773
48
$30.2M 0.73%
402,320
-9,220
49
$30.1M 0.73%
349,107
-4,360
50
$29.3M 0.71%
498,141
-4,637
1
2
3 4 5