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
526
$250K 0.01%
+13,188
527
$249K 0.01%
+16,612
528
$249K 0.01%
+3,129
529
$247K 0.01%
+3,927
530
$245K 0.01%
+13,583
531
$243K 0.01%
+4,583
532
$242K 0.01%
+7,700
533
$242K 0.01%
+7,993
534
$241K 0.01%
+7,160
535
$241K 0.01%
+9,287
536
$237K 0.01%
+16,956
537
$236K 0.01%
+14,044
538
$235K 0.01%
+7,365
539
$234K 0.01%
+5,000
540
$234K 0.01%
+23,424
541
$232K 0.01%
+37,115
542
$232K 0.01%
+17,316
543
$231K 0.01%
+9,591
544
$228K 0.01%
+9,670
545
$228K 0.01%
+4,340
546
$227K 0.01%
+21,637
547
$225K 0.01%
+1,372
548
$225K 0.01%
+690
549
$223K 0.01%
+9,255
550
$223K 0.01%
+178
20 21
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