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
$4.15B
AUM Growth
-$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$33.7M
3
+$27.4M
4
PRU icon
Prudential Financial
PRU
+$16.3M
5
VZ icon
Verizon
VZ
+$14.6M

Top Sells

1
+$45.8M
2
+$29.4M
3
+$19.1M
4
DD icon
DuPont de Nemours
DD
+$11.4M
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
51
$28.7M 0.69%
661,616
-63,103
52
$27.9M 0.67%
665,995
-352
53
$27.8M 0.67%
111,262
+109,674
54
$27.5M 0.66%
330,658
-7,499
55
$26.9M 0.65%
230,046
-2,950
56
$24.6M 0.59%
474,184
-37,780
57
$24.5M 0.59%
640,005
+88,461
58
$22.4M 0.54%
1,237,632
-65,371
59
$22.2M 0.54%
2,902,313
-263,719
60
$21.8M 0.53%
355,857
-23,686
61
$21M 0.51%
1,492,440
-34,510
62
$20.4M 0.49%
309,664
-15,735
63
$20.2M 0.49%
678,213
-83,448
64
$19.6M 0.47%
206,093
-3,674
65
$19.3M 0.47%
322,904
-6,638
66
$18.5M 0.45%
1,551,312
-145,227
67
$17.5M 0.42%
209,691
-31,810
68
$16.6M 0.4%
347,681
-5,637
69
$15.7M 0.38%
145,348
-2,936
70
$15.2M 0.37%
99,018
-6,171
71
$14.4M 0.35%
132,606
-10,345
72
$14.1M 0.34%
345,190
+304,825
73
$14M 0.34%
235,208
+26,025
74
$13.9M 0.34%
499,405
-20,339
75
$13.7M 0.33%
228,071
-79,762
1 2
3
4 5