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
551
$218K 0.01%
+10,170
552
$218K 0.01%
+12,455
553
$216K 0.01%
+4,733
554
$214K 0.01%
+45,259
555
$213K 0.01%
+8,626
556
$212K 0.01%
+5,966
557
$212K 0.01%
+4,362
558
$211K 0.01%
+4,613
559
$211K 0.01%
+3,841
560
$209K 0.01%
+15,123
561
$208K 0.01%
+13,431
562
$208K 0.01%
+3,525
563
$208K 0.01%
+4,270
564
$207K 0.01%
+5,169
565
$206K 0.01%
+5,846
566
$206K 0.01%
+11,734
567
$206K 0.01%
+5,242
568
$205K 0.01%
+2,223
569
$204K 0.01%
+9,579
570
$204K 0.01%
+9,132
571
$203K 0.01%
+3,901
572
$203K 0.01%
+1,209
573
$202K 0.01%
+11,563
574
$200K 0.01%
+12,652
575
$195K 0.01%
+10,889
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