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
576
$192K 0.01%
+10,948
577
$187K 0.01%
+34,950
578
$181K 0.01%
+12,216
579
$178K 0.01%
+15,929
580
$175K 0.01%
+26,406
581
$171K 0.01%
+14,282
582
$169K 0.01%
+22,576
583
$165K 0.01%
+23,053
584
$163K 0.01%
+10,010
585
$160K 0.01%
+19,785
586
$157K 0.01%
+11,737
587
$155K 0.01%
+26,259
588
$154K 0.01%
+17,792
589
$153K 0.01%
+14,215
590
$151K 0.01%
+14,004
591
$146K 0.01%
+2,912
592
$145K 0.01%
+17,497
593
$143K 0.01%
+11,603
594
$142K 0.01%
+10,401
595
$139K 0.01%
+16,832
596
$138K 0.01%
+12,542
597
$123K 0.01%
+15,588
598
$105K ﹤0.01%
+23,309
599
$10K ﹤0.01%
+2,350
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