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
126
$6.61M 0.3%
+87,415
127
$6.32M 0.29%
+70,719
128
$6.16M 0.28%
+526,127
129
$6.15M 0.28%
+127,276
130
$6.01M 0.28%
+129,714
131
$5.9M 0.27%
+142,622
132
$5.76M 0.26%
+255,028
133
$5.75M 0.26%
+92,800
134
$5.74M 0.26%
+503,916
135
$5.72M 0.26%
+162,702
136
$5.7M 0.26%
+218,527
137
$5.56M 0.26%
+141,927
138
$5.46M 0.25%
+89,401
139
$5.34M 0.24%
+186,250
140
$5.31M 0.24%
+72,748
141
$5M 0.23%
+202,601
142
$4.88M 0.22%
+209,526
143
$4.84M 0.22%
+375,667
144
$4.82M 0.22%
+109,735
145
$4.66M 0.21%
+413,710
146
$4.62M 0.21%
+46,696
147
$4.54M 0.21%
+232,664
148
$4.54M 0.21%
+68,832
149
$4.44M 0.2%
+146,119
150
$4.31M 0.2%
+172,204
4 5
6
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