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
126
$5.49M 0.13%
419,576
-5,580
127
$5.45M 0.13%
117,304
+112,752
128
$5.44M 0.13%
105,000
+4,900
129
$5.33M 0.13%
223,040
-12,970
130
$5.19M 0.13%
335,632
-44,775
131
$5.17M 0.12%
+77,539
132
$5.12M 0.12%
60,306
-7,062
133
$5.06M 0.12%
233,732
+2,160
134
$5.04M 0.12%
166,923
-14,336
135
$5.03M 0.12%
60,064
-38,375
136
$4.88M 0.12%
+202,339
137
$4.88M 0.12%
+207,574
138
$4.78M 0.12%
130,509
-1,489
139
$4.76M 0.11%
16,856
-4,728
140
$4.69M 0.11%
81,746
-1,888
141
$4.67M 0.11%
+65,292
142
$4.61M 0.11%
62,095
-862
143
$4.61M 0.11%
251,674
-17,611
144
$4.59M 0.11%
116,892
+6,312
145
$4.48M 0.11%
47,511
-5,530
146
$4.46M 0.11%
73,887
-6,530
147
$4.38M 0.11%
74,490
+59,912
148
$4.35M 0.1%
27,749
-1,494
149
$4.27M 0.1%
20,269
-323
150
$4.26M 0.1%
+29,747
4 5
6
7 8