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
476
$226K 0.01%
6,143
+105
477
$218K 0.01%
642
-4,697
478
$211K 0.01%
+10,100
479
$208K 0.01%
+1,712
480
$202K ﹤0.01%
+1,457
481
$200K ﹤0.01%
+19,219
482
$182K ﹤0.01%
11,243
-7,670
483
$152K ﹤0.01%
18,836
-441,333
484
$118K ﹤0.01%
3,251
+386
485
$109K ﹤0.01%
+10,000
486
$86K ﹤0.01%
+12,139
487
$86K ﹤0.01%
+845
488
$83K ﹤0.01%
+14,835
489
$70K ﹤0.01%
+29,584
490
$62K ﹤0.01%
+11,539
491
$54K ﹤0.01%
11,328
-2,486
492
$51K ﹤0.01%
+964
493
$43K ﹤0.01%
11,003
-10,248
494
$42K ﹤0.01%
+11,215
495
$29K ﹤0.01%
973
496
$29K ﹤0.01%
+3,676
497
$29K ﹤0.01%
13,711
-3,475
498
– –
0
499
$6K ﹤0.01%
+10,000
500
$2K ﹤0.01%
821
18 19
20
21 22