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
51
$12.6M 0.58%
+145,544
52
$12.4M 0.57%
+224,288
53
$12.4M 0.57%
+380,540
54
$12.4M 0.57%
+138,195
55
$12.2M 0.56%
+384,035
56
$12.1M 0.56%
+143,509
57
$12M 0.55%
+121,611
58
$12M 0.55%
+146,600
59
$12M 0.55%
+366,295
60
$12M 0.55%
+232,299
61
$11.9M 0.55%
+252,694
62
$11.9M 0.54%
+339,197
63
$11.9M 0.54%
+247,279
64
$11.8M 0.54%
+208,365
65
$11.8M 0.54%
+150,246
66
$11.7M 0.54%
+240,797
67
$11.7M 0.54%
+267,060
68
$11.6M 0.53%
+255,353
69
$11.5M 0.53%
+416,738
70
$11.3M 0.52%
+252,017
71
$11.3M 0.52%
+114,547
72
$11.3M 0.52%
+173,055
73
$11.3M 0.52%
+218,976
74
$11.3M 0.52%
+419,542
75
$11.2M 0.51%
+194,978
1 2
3
4 5