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
101
$8.56M 0.39%
+153,583
102
$8.43M 0.39%
+263,838
103
$8.42M 0.39%
+213,459
104
$8.36M 0.38%
+173,786
105
$8.33M 0.38%
+188,519
106
$8.27M 0.38%
+346,035
107
$8.22M 0.38%
+320,047
108
$8.12M 0.37%
+292,303
109
$8.1M 0.37%
+66,942
110
$8.04M 0.37%
+343,246
111
$8.03M 0.37%
+34,554
112
$8.02M 0.37%
+331,506
113
$7.93M 0.36%
+233,766
114
$7.85M 0.36%
+245,869
115
$7.8M 0.36%
+313,989
116
$7.55M 0.35%
+105,378
117
$7.48M 0.34%
+412,200
118
$7.36M 0.34%
+199,149
119
$7.2M 0.33%
+129,689
120
$7.2M 0.33%
+79,005
121
$7.03M 0.32%
+126,701
122
$6.78M 0.31%
+132,258
123
$6.77M 0.31%
+115,817
124
$6.76M 0.31%
+74,665
125
$6.76M 0.31%
+44,670
3 4
5
6 7