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
76
$11.1M 0.51%
+285,209
77
$10.9M 0.5%
+140,978
78
$10.8M 0.49%
+273,295
79
$10.7M 0.49%
+199,593
80
$10.6M 0.49%
+826,756
81
$10.6M 0.49%
+299,424
82
$10.5M 0.48%
+213,951
83
$10.4M 0.48%
+141,596
84
$10.3M 0.47%
+138,095
85
$10.3M 0.47%
+81,306
86
$10.2M 0.47%
+227,468
87
$9.99M 0.46%
+185,022
88
$9.97M 0.46%
+163,192
89
$9.79M 0.45%
+509,088
90
$9.62M 0.44%
+84,012
91
$9.42M 0.43%
+388,645
92
$9.25M 0.42%
+444,601
93
$9.18M 0.42%
+190,908
94
$9.07M 0.42%
+137,759
95
$8.99M 0.41%
+135,708
96
$8.99M 0.41%
+1,057,062
97
$8.94M 0.41%
+202,206
98
$8.92M 0.41%
+281,963
99
$8.78M 0.4%
+205,032
100
$8.72M 0.4%
+1,967,480
2 3
4
5 6