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
176
$3M 0.07%
14,670
+907
177
$2.99M 0.07%
897,160
-623,920
178
$2.98M 0.07%
67,945
+2,752
179
$2.91M 0.07%
248,360
-105,418
180
$2.91M 0.07%
+101,294
181
$2.91M 0.07%
56,531
-5,080
182
$2.9M 0.07%
48,509
-7,422
183
$2.87M 0.07%
35,278
-4,138
184
$2.87M 0.07%
166,198
+95,260
185
$2.85M 0.07%
29,798
-19,328
186
$2.85M 0.07%
272,448
-39,265
187
$2.64M 0.06%
71,435
-15,158
188
$2.59M 0.06%
30,818
-5,759
189
$2.58M 0.06%
27,989
-7,983
190
$2.55M 0.06%
39,798
-18,062
191
$2.54M 0.06%
23,613
+467
192
$2.53M 0.06%
63,465
+42,077
193
$2.43M 0.06%
11,938
-12,497
194
$2.4M 0.06%
44,972
-24,736
195
$2.38M 0.06%
75,669
-9,521
196
$2.38M 0.06%
+29,841
197
$2.37M 0.06%
+75,037
198
$2.37M 0.06%
47,013
-106,490
199
$2.36M 0.06%
119,798
-325
200
$2.35M 0.06%
79,669
-3,467
6 7
8
9 10