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
101
$8.76M 0.21%
27,156
-1,702
102
$8.36M 0.2%
63,764
+1,872
103
$8.34M 0.2%
92,644
-5,425
104
$8.33M 0.2%
36,839
-1,721
105
$8.18M 0.2%
97,066
+19,933
106
$8.17M 0.2%
+318,011
107
$7.73M 0.19%
+277,477
108
$7.7M 0.19%
84,276
-1,050
109
$7.64M 0.18%
149,550
+5,865
110
$7.56M 0.18%
81,512
+29,146
111
$7.29M 0.18%
77,139
+439
112
$6.85M 0.17%
161,663
+122,735
113
$6.74M 0.16%
42,219
-26,391
114
$6.66M 0.16%
+65,001
115
$6.64M 0.16%
35,219
-380
116
$6.57M 0.16%
97,980
-1,392
117
$6.35M 0.15%
157,586
-5,977
118
$6.31M 0.15%
+41,911
119
$6.08M 0.15%
191,693
-99,167
120
$6.07M 0.15%
72,198
-2,570
121
$5.83M 0.14%
53,694
-2,652
122
$5.64M 0.14%
94,807
-8,525
123
$5.55M 0.13%
41,431
+39,975
124
$5.51M 0.13%
121,486
-360
125
$5.5M 0.13%
41,664
-772
3 4
5
6 7