We are live on ! Find out more
ZIM

Zacks Investment Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
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
+$50.6M
2
+$36.3M
3
+$29.6M
4
PRU icon
Prudential Financial
PRU
+$18.4M
5
VZ icon
Verizon
VZ
+$14.7M

Top Sells

1
+$47.9M
2
+$31.4M
3
+$19.1M
4
DD icon
DuPont de Nemours
DD
+$12.1M
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
526
– –
-128,191
527
– –
-8,362
528
– –
-917
529
– –
-3,537
530
– –
-2,424
531
– –
-3,184
532
– –
-298,738
533
– –
-59,260
534
– –
-29,128
535
– –
-25,970
536
– –
-10,445
537
– –
-28,231
538
– –
-104,838
539
– –
-138,738
540
– –
-44,921
541
– –
-2,887
542
– –
-47,466
543
– –
-80,126
544
– –
-25,771
545
– –
-43,126
546
– –
-744
547
– –
-4,333
548
– –
-62,407
549
– –
-535
550
– –
-18,354
20 21
22
23 24