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
176
$1.68M 0.08%
+25,947
177
$1.66M 0.08%
+24,767
178
$1.65M 0.08%
+48,850
179
$1.62M 0.07%
+60,987
180
$1.52M 0.07%
+24,973
181
$1.51M 0.07%
+50,566
182
$1.48M 0.07%
+50,861
183
$1.45M 0.07%
+34,133
184
$1.43M 0.07%
+34,312
185
$1.39M 0.06%
+18,012
186
$1.36M 0.06%
+37,953
187
$1.35M 0.06%
+22,680
188
$1.34M 0.06%
+28,843
189
$1.33M 0.06%
+18,121
190
$1.32M 0.06%
+17,579
191
$1.32M 0.06%
+22,053
192
$1.31M 0.06%
+20,233
193
$1.29M 0.06%
+6,018
194
$1.29M 0.06%
+22,530
195
$1.26M 0.06%
+22,106
196
$1.26M 0.06%
+21,360
197
$1.25M 0.06%
+27,400
198
$1.23M 0.06%
+12,855
199
$1.23M 0.06%
+53,485
200
$1.22M 0.06%
+34,376
6 7
8
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