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
476
$284K 0.01%
+8,416
477
$282K 0.01%
+8,227
478
$280K 0.01%
+15,576
479
$280K 0.01%
+18,734
480
$280K 0.01%
+8,235
481
$280K 0.01%
+20,426
482
$279K 0.01%
+8,558
483
$279K 0.01%
+17,686
484
$279K 0.01%
+47,763
485
$278K 0.01%
+16,230
486
$278K 0.01%
+8,635
487
$278K 0.01%
+8,113
488
$277K 0.01%
+9,741
489
$277K 0.01%
+12,419
490
$277K 0.01%
+4,262
491
$276K 0.01%
+19,291
492
$276K 0.01%
+15,377
493
$276K 0.01%
+16,836
494
$275K 0.01%
+13,812
495
$275K 0.01%
+10,700
496
$275K 0.01%
+22,086
497
$274K 0.01%
+13,876
498
$274K 0.01%
+19,723
499
$273K 0.01%
+7,952
500
$273K 0.01%
+7,949
18 19
20
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