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
151
$4.21M 0.1%
105,074
-29,760
152
$4.2M 0.1%
117,998
-3,479
153
$4.08M 0.1%
13,987
-14,267
154
$4.05M 0.1%
188,050
-13,144
155
$3.96M 0.1%
290,634
-15,668
156
$3.9M 0.09%
+114,080
157
$3.72M 0.09%
74,613
-2,695
158
$3.7M 0.09%
146,069
-42,098
159
$3.7M 0.09%
+56,689
160
$3.69M 0.09%
31,772
+1,732
161
$3.57M 0.09%
+82,069
162
$3.54M 0.09%
+61,795
163
$3.53M 0.09%
215,672
-22,019
164
$3.53M 0.09%
231,193
-31,116
165
$3.35M 0.08%
+72,783
166
$3.34M 0.08%
37,346
-829
167
$3.33M 0.08%
125,729
-14,305
168
$3.23M 0.08%
167,569
-38,258
169
$3.22M 0.08%
60,007
-1,316
170
$3.17M 0.08%
72,667
-12,795
171
$3.16M 0.08%
50,605
+17,650
172
$3.15M 0.08%
75,130
-8,170
173
$3.06M 0.07%
104,298
-23,444
174
$3.05M 0.07%
+49,194
175
$3.01M 0.07%
13,107
-1,220
5 6
7
8 9