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
151
$4.23M 0.19%
+100,661
152
$4.05M 0.19%
+235,506
153
$4.02M 0.18%
+283,892
154
$3.7M 0.17%
+82,557
155
$3.38M 0.15%
+103,813
156
$3M 0.14%
+38,412
157
$2.94M 0.13%
+160,250
158
$2.78M 0.13%
+52,260
159
$2.56M 0.12%
+35,556
160
$2.51M 0.12%
+35,915
161
$2.48M 0.11%
+94,930
162
$2.45M 0.11%
+117,963
163
$2.32M 0.11%
+35,579
164
$2.15M 0.1%
+69,906
165
$2.12M 0.1%
+160,922
166
$2.05M 0.09%
+33,245
167
$2.03M 0.09%
+79,506
168
$1.98M 0.09%
+45,172
169
$1.96M 0.09%
+52,237
170
$1.95M 0.09%
+92,751
171
$1.94M 0.09%
+33,155
172
$1.93M 0.09%
+118,910
173
$1.91M 0.09%
+85,056
174
$1.83M 0.08%
+58,936
175
$1.7M 0.08%
+48,602
5 6
7
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