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
76
$13.6M 0.33%
376,536
-39,458
77
$13.5M 0.33%
44,850
-1,267
78
$13.2M 0.32%
120,806
-1,404
79
$12.5M 0.3%
508,814
-6,015
80
$12.5M 0.3%
116,602
-1,973
81
$12.4M 0.3%
437,500
+118,200
82
$12.1M 0.29%
725,647
-75,006
83
$12.1M 0.29%
168,118
-2,426
84
$11.6M 0.28%
180,418
-2,064
85
$11.6M 0.28%
96,752
+16,041
86
$11.3M 0.27%
380,351
-12,451
87
$11.2M 0.27%
252,473
+20,906
88
$11.1M 0.27%
83,817
-46,765
89
$10.8M 0.26%
213,516
-31,682
90
$10.8M 0.26%
135,095
-574,340
91
$10.8M 0.26%
84,701
-3,144
92
$10.6M 0.26%
75,085
-1,583
93
$10.4M 0.25%
100,821
-2,041
94
$10.3M 0.25%
305,018
+1,259
95
$10.2M 0.25%
63,411
-33,811
96
$9.99M 0.24%
355,862
+38,680
97
$9.89M 0.24%
84,490
+6,404
98
$9.49M 0.23%
149,120
-734
99
$9.48M 0.23%
178,936
+55,902
100
$9.32M 0.22%
71,161
+69,855
2 3
4
5 6