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
501
$273K 0.01%
+3,335
502
$271K 0.01%
+3,415
503
$271K 0.01%
+20,742
504
$270K 0.01%
+41,719
505
$270K 0.01%
+26,643
506
$269K 0.01%
+20,572
507
$269K 0.01%
+11,684
508
$268K 0.01%
+12,659
509
$267K 0.01%
+22,117
510
$266K 0.01%
+8,098
511
$266K 0.01%
+52,034
512
$266K 0.01%
+12,941
513
$265K 0.01%
+8,865
514
$265K 0.01%
+21,001
515
$265K 0.01%
+953
516
$263K 0.01%
+16,352
517
$262K 0.01%
+5,047
518
$261K 0.01%
+19,117
519
$261K 0.01%
+6,205
520
$260K 0.01%
+6,314
521
$259K 0.01%
+18,226
522
$258K 0.01%
+184,530
523
$256K 0.01%
+5,832
524
$254K 0.01%
+13,012
525
$252K 0.01%
+12,542
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